Filed August 25, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,721 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,002 |
WARNER NORCROSS & JUDD LLP2 years Filed as: WARNER NORCROSS AND JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $17,993 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $5,400 |
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 | $146,146 | $110,299+32.5% | $102,423+42.7% | $199,593-26.8% |
| Participation rate | 87.9% | 86.3%+1.6pp | 76.5%+11.4pp | 72.0%+15.9pp |
| Annual return | 14.07% | 35.73%-21.7pp | 29.32%-15.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $3,475 | $3,603-3.5% | $3,023+14.9% | $3,034+14.5% |
| Participant deferral / active EE | $5,458 | $6,376-14.4% | $5,053+8.0% | $5,087+7.3% |
| Admin fee / account holder | $150 | $122+22.7% | $9,451-98.4% | $269-44.2% |