Filed June 8, 2009 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,686 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $34,306 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,551 | $48,592+39.0% | $185,823-63.6% | $90,288-25.2% |
| Participation rate | 64.8% | 66.2%-1.4pp | 78.0%-13.2pp | 73.4%-8.5pp |
| Annual return | 18.50% | 68.51%-50.0pp | 35.95%-17.4pp | 53.97%-35.5pp |
| Employer contribution / active EE | $1,454 | $1,389+4.7% | $4,087-64.4% | $2,524-42.4% |
| Participant deferral / active EE | $4,663 | $3,463+34.6% | $5,632-17.2% | $4,232+10.2% |
| Admin fee / account holder | $74 | $77-4.6% | $9,500-99.2% | $114-35.2% |