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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,245 |
SCHNEIDER DOWNS & CO., INC.6 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $17,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,673 |
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 | $72,297 | $72,482-0.3% | $129,110-44.0% | $64,808+11.6% |
| Participation rate | 93.3% | 79.2%+14.1pp | 77.3%+16.1pp | 71.5%+21.8pp |
| Annual return | -17.28% | -9.08%-8.2pp | -10.94%-6.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $3,178 | $4,247-25.2% | $5,052-37.1% | $2,506+26.8% |
| Participant deferral / active EE | $4,685 | $5,679-17.5% | $6,542-28.4% | $4,310+8.7% |
| Admin fee / account holder | $92 | $144-36.2% | $14,302-99.4% | $188-51.0% |