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) | $49,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,745 |
COHEN & GRIGSBY1 year Service code 29 · EIN 25-1491692 | Legal | $12,774 |
HARTLAND & CO1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $9,487 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $7,305 |
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 | $87,085 | $72,448+20.2% | $118,746-26.7% | $69,631+25.1% |
| Participation rate | 98.1% | 79.7%+18.4pp | 78.3%+19.8pp | 70.7%+27.4pp |
| Annual return | 16.08% | 19.06%-3.0pp | 24.54%-8.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $3,028 | $3,771-19.7% | $4,193-27.8% | $2,032+49.0% |
| Participant deferral / active EE | $3,651 | $4,943-26.1% | $5,332-31.5% | $3,224+13.2% |
| Admin fee / account holder | $113 | $99+14.4% | $10,720-98.9% | $110+2.4% |