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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,773 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $30,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,574 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,560 | $130,141-12.7% | $86,677+31.0% | $77,904+45.8% |
| Participation rate | 81.4% | 85.9%-4.6pp | 76.6%+4.8pp | 73.7%+7.7pp |
| Annual return | -17.53% | -12.75%-4.8pp | 35.91%-53.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $3,236 | $3,220+0.5% | $2,836+14.1% | $2,848+13.6% |
| Participant deferral / active EE | $5,082 | $5,757-11.7% | $4,656+9.2% | $4,806+5.7% |
| Admin fee / account holder | $59 | $132-55.0% | $7,493-99.2% | $133-55.3% |