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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,049 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $14,208 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,126 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,635 | $72,658+33.0% | $127,761-24.4% | $67,579+43.0% |
| Participation rate | 96.8% | 80.0%+16.8pp | 79.0%+17.8pp | 71.3%+25.5pp |
| Annual return | 18.22% | 26.49%-8.3pp | 26.14%-7.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $3,083 | $3,988-22.7% | $4,574-32.6% | $2,148+43.6% |
| Participant deferral / active EE | $4,212 | $5,383-21.8% | $6,021-30.1% | $3,539+19.0% |
| Admin fee / account holder | $123 | $127-3.2% | $9,395-98.7% | $142-13.6% |