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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,734 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $16,022 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $6,646 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,932 | $94,621+42.6% | $138,135-2.3% | $73,409+83.8% |
| Participation rate | 98.0% | 83.4%+14.6pp | 78.7%+19.3pp | 72.2%+25.8pp |
| Annual return | 16.88% | 16.57%+0.3pp | 20.51%-3.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $4,736 | $4,410+7.4% | $5,587-15.2% | $2,234+112.0% |
| Participant deferral / active EE | $7,434 | $6,199+19.9% | $6,431+15.6% | $3,805+95.3% |
| Admin fee / account holder | $94 | $140-32.7% | $11,856-99.2% | $158-40.3% |