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 | $110,845 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $39,785 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $13,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,935 | $53,512+47.5% | $189,557-58.4% | $93,030-15.2% |
| Participation rate | 64.7% | 67.3%-2.6pp | 78.4%-13.7pp | 73.9%-9.2pp |
| Annual return | 17.82% | 20.32%-2.5pp | 64.17%-46.4pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,415 | $1,429-1.0% | $4,412-67.9% | $2,706-47.7% |
| Participant deferral / active EE | $5,047 | $3,748+34.7% | $6,174-18.2% | $4,562+10.6% |
| Admin fee / account holder | $140 | $95+47.1% | $9,807-98.6% | $152-7.7% |