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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,062 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,758 |
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,300 |
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1048703 | Accounting | $9,000 |
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 | $79,330 | $102,197-22.4% | $142,449-44.3% | $74,419+6.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.8%+18.7pp | 70.7%+24.8pp |
| Annual return | 15.87% | 19.73%-3.9pp | 19.99%-4.1pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,199 | $5,052-36.7% | $4,847-34.0% | $2,637+21.3% |
| Participant deferral / active EE | $4,766 | $6,304-24.4% | $6,283-24.2% | $4,528+5.2% |
| Admin fee / account holder | $146 | $186-21.5% | $10,011-98.5% | $348-58.0% |