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) | $66,521 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,194 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,787 | $94,621-0.9% | $138,135-32.1% | $73,409+27.8% |
| Participation rate | 98.6% | 83.4%+15.2pp | 78.7%+19.9pp | 72.2%+26.4pp |
| Annual return | 11.09% | 16.57%-5.5pp | 20.51%-9.4pp | 59.29%-48.2pp |
| Employer contribution / active EE | $3,156 | $4,410-28.4% | $5,587-43.5% | $2,234+41.3% |
| Participant deferral / active EE | $4,449 | $6,199-28.2% | $6,431-30.8% | $3,805+16.9% |
| Admin fee / account holder | $122 | $140-13.3% | $11,856-99.0% | $158-23.0% |