Filed February 17, 2009
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) | $42,166 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $34,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,569 |
MARCADO ASSET MANAGEMENT LLC3 years Filed as: MARCADO Service code 16 · EIN 82-1492364 | Consulting | $25,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,657 | $92,055+298.3% | $106,213+245.2% | $77,643+372.2% |
| Participation rate | 99.1% | 81.0%+18.1pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 15.78% | 17.91%-2.1pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $16,200 | $3,367+381.1% | $3,171+410.8% | $2,726+494.3% |
| Participant deferral / active EE | $13,538 | $5,386+151.4% | $5,016+169.9% | $4,647+191.3% |
| Admin fee / account holder | $217 | $219-1.1% | $11,033-98.0% | $430-49.7% |