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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $175,817 |
MARQUETTE ASSOCIATES2 years Service code 16 · EIN 36-3485298 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,866 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $26,100 |
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 | $41,986 | $93,223-55.0% | $118,925-64.7% | $93,223-55.0% |
| Participation rate | 82.7% | 74.9%+7.8pp | 75.4%+7.3pp | 74.9%+7.8pp |
| Annual return | 20.75% | 19.29%+1.5pp | 35.88%-15.1pp | 19.29%+1.5pp |
| Employer contribution / active EE | $625 | $2,680-76.7% | $3,263-80.9% | $2,680-76.7% |
| Participant deferral / active EE | $2,955 | $4,563-35.2% | $4,265-30.7% | $4,563-35.2% |
| Admin fee / account holder | $33 | $79-58.2% | $6,581-99.5% | $79-58.2% |