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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,876 |
CLEARSTEAD ADVISORS, LLC4 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $20,600 |
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1048703 | Accounting | $18,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,774 | $102,197+35.8% | $142,449-2.6% | $74,419+86.5% |
| Participation rate | 97.6% | 79.8%+17.8pp | 76.8%+20.8pp | 70.7%+26.9pp |
| Annual return | 18.96% | 19.73%-0.8pp | 19.99%-1.0pp | 34.38%-15.4pp |
| Employer contribution / active EE | $6,467 | $5,052+28.0% | $4,847+33.4% | $2,637+145.2% |
| Participant deferral / active EE | $8,997 | $6,304+42.7% | $6,283+43.2% | $4,528+98.7% |
| Admin fee / account holder | $141 | $186-24.1% | $10,011-98.6% | $348-59.5% |