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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,998 |
SCHNEIDER DOWNS & CO., INC.5 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $16,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,481 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $6,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,457 | $92,303+2.3% | $152,466-38.0% | $86,799+8.8% |
| Participation rate | 97.1% | 81.1%+16.1pp | 78.2%+18.9pp | 72.3%+24.9pp |
| Annual return | 15.10% | 531.69%-516.6pp | 757.33%-742.2pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,003 | $3,748-19.9% | $4,327-30.6% | $2,405+24.9% |
| Participant deferral / active EE | $4,553 | $5,599-18.7% | $5,820-21.8% | $4,131+10.2% |
| Admin fee / account holder | $80 | $150-46.8% | $15,805-99.5% | $170-52.9% |