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 | $509,672 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,768 |
MARQUETTE ASSOCIATES6 years Service code 16 · EIN 36-3485298 | Consulting | $68,375 |
RUBINBROWN LLP5 years Service code 10 · EIN 43-0765316 | Accounting | $35,198 |
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 | $50,697 | $99,062-48.8% | $120,354-57.9% | $99,062-48.8% |
| Participation rate | 80.2% | 71.6%+8.6pp | 71.9%+8.3pp | 71.6%+8.6pp |
| Annual return | 17.83% | 17.66%+0.2pp | 107.15%-89.3pp | 17.66%+0.2pp |
| Employer contribution / active EE | $748 | $3,262-77.1% | $3,463-78.4% | $3,262-77.1% |
| Participant deferral / active EE | $3,834 | $5,331-28.1% | $4,991-23.2% | $5,331-28.1% |
| Admin fee / account holder | $89 | $109-18.8% | $9,423-99.1% | $109-18.8% |