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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,500 |
SCHNEIDER DOWNS & CO., INC.5 years Service code 10 · EIN 25-1408703 | Accounting | $37,400 |
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $21,756 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $5,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,895 | $72,482+59.9% | $129,110-10.2% | $64,808+78.8% |
| Participation rate | 98.2% | 79.2%+19.0pp | 77.3%+21.0pp | 71.5%+26.8pp |
| Annual return | -15.90% | -9.08%-6.8pp | -10.94%-5.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,986 | $4,247+17.4% | $5,052-1.3% | $2,506+99.0% |
| Participant deferral / active EE | $7,969 | $5,679+40.3% | $6,542+21.8% | $4,310+84.9% |
| Admin fee / account holder | $94 | $144-34.8% | $14,302-99.3% | $188-49.9% |