Filed November 6, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $503,436 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $417,495 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $72,500 |
KATZ, SAPPER & MILLER4+ years Service code 10 · EIN 35-1090346 | Accounting | $38,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,188 | $96,261+23.8% | $76,768+55.3% | $68,904+73.0% |
| Participation rate | 96.4% | 87.0%+9.4pp | 77.0%+19.4pp | 74.1%+22.3pp |
| Annual return | -6.02% | -0.85%-5.2pp | 2.43%-8.4pp | 1.07%-7.1pp |
| Employer contribution / active EE | $4,575 | $3,303+38.5% | $2,485+84.1% | $2,540+80.1% |
| Participant deferral / active EE | $6,544 | $5,537+18.2% | $3,852+69.9% | $4,015+63.0% |
| Admin fee / account holder | $133 | $73+82.4% | $6,675-98.0% | $71+86.4% |