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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,900 |
Filed as: WARNER NORCROSS AND JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $20,260 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $18,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,107 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,716 | $104,697+23.9% | $96,544+34.4% | $80,160+61.8% |
| Participation rate | 81.6% | 86.4%-4.8pp | 76.0%+5.6pp | 72.9%+8.6pp |
| Annual return | 19.92% | 21.78%-1.9pp | 25.84%-5.9pp | 40.38%-20.5pp |
| Employer contribution / active EE | $3,196 | $3,536-9.6% | $2,965+7.8% | $2,978+7.3% |
| Participant deferral / active EE | $5,028 | $6,188-18.7% | $4,851+3.7% | $5,017+0.2% |
| Admin fee / account holder | $74 | $107-30.8% | $8,252-99.1% | $145-49.1% |