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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,994 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $10,728 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,397 | $68,904-54.4% | $105,738-70.3% | $68,904-54.4% |
| Participation rate | 81.3% | 74.1%+7.1pp | 76.3%+4.9pp | 74.1%+7.1pp |
| Annual return | -4.25% | 1.07%-5.3pp | 6.27%-10.5pp | 1.07%-5.3pp |
| Employer contribution / active EE | $562 | $2,540-77.9% | $3,268-82.8% | $2,540-77.9% |
| Participant deferral / active EE | $2,659 | $4,015-33.8% | $4,080-34.8% | $4,015-33.8% |
| Admin fee / account holder | $22 | $71-68.8% | $6,913-99.7% | $71-68.8% |