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 | $542,775 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $489,388 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $58,000 |
KATZ, SAPPER & MILLER6+ years Service code 16 · EIN 35-1090346 | Consulting | $26,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,351 | $124,049+22.8% | $95,952+58.8% | $93,223+63.4% |
| Participation rate | 98.5% | 88.4%+10.1pp | 77.1%+21.4pp | 74.9%+23.6pp |
| Annual return | 14.29% | 22.17%-7.9pp | 91.61%-77.3pp | 19.29%-5.0pp |
| Employer contribution / active EE | $5,510 | $3,478+58.4% | $2,541+116.8% | $2,680+105.6% |
| Participant deferral / active EE | $7,890 | $6,147+28.4% | $4,167+89.4% | $4,563+72.9% |
| Admin fee / account holder | $139 | $73+91.6% | $6,795-98.0% | $79+75.9% |