Filed March 17, 2009 (most recent of 3 filings on file)
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 | $164,730 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,011 |
MARQUETTE ASSOCIATES6 years Service code 16 · EIN 36-3485298 | Consulting | $42,889 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,460 |
Form 5500 reported that benefits due were not provided when due.
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 | $84,673 | $55,347+53.0% | $120,354-29.6% | $199,593-57.6% |
| Participation rate | 92.6% | 52.9%+39.8pp | 71.9%+20.7pp | 72.0%+20.6pp |
| Annual return | 18.31% | 15.37%+2.9pp | 107.15%-88.8pp | 34.25%-15.9pp |
| Employer contribution / active EE | $752 | $1,296-42.0% | $3,463-78.3% | $3,034-75.2% |
| Participant deferral / active EE | $6,239 | $2,350+165.4% | $4,991+25.0% | $5,087+22.6% |
| Admin fee / account holder | $104 | $134-22.9% | $9,423-98.9% | $269-61.5% |