Filed December 9, 2010
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 10-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,002 |
HARTLAND & CO1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $17,596 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $13,000 |
COHEN & GRIGSBY1 year Service code 29 · EIN 25-1491692 | Legal | $6,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,517 |
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 | $107,972 | $72,448+49.0% | $118,746-9.1% | $69,631+55.1% |
| Participation rate | 97.7% | 79.7%+18.1pp | 78.3%+19.5pp | 70.7%+27.0pp |
| Annual return | 17.53% | 19.06%-1.5pp | 24.54%-7.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $4,866 | $3,771+29.1% | $4,193+16.1% | $2,032+139.5% |
| Participant deferral / active EE | $6,326 | $4,943+28.0% | $5,332+18.6% | $3,224+96.2% |
| Admin fee / account holder | $97 | $99-1.4% | $10,720-99.1% | $110-11.7% |