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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,154 |
HARTLAND & CO1 year Filed as: HARTLAND Service code 27 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $20,957 |
Service code 10 · EIN 25-1408703 | Accounting | $15,058 |
COHEN & GRIGSBY2 years Service code 29 625 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Legal | $7,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $100,390 | $64,457+55.7% | $111,392-9.9% | $55,725+80.2% |
| Participation rate | 98.9% | 79.7%+19.2pp | 78.9%+20.1pp | 70.9%+28.1pp |
| Annual return | -5.68% | -19.97%+14.3pp | -2.06%-3.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,626 | $3,956+16.9% | $4,328+6.9% | $2,078+122.6% |
| Participant deferral / active EE | $6,824 | $5,219+30.7% | $5,567+22.6% | $3,356+103.4% |
| Admin fee / account holder | $106 | $112-5.4% | $12,266-99.1% | $115-8.0% |