Filed October 29, 2008 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $429,808 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,662 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $27,300 |
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 | $74,768 | $67,679+10.5% | $155,509-51.9% | $99,062-24.5% |
| Participation rate | 97.1% | 67.2%+29.9pp | 78.2%+18.9pp | 71.6%+25.5pp |
| Annual return | 15.18% | 16.16%-1.0pp | 64.67%-49.5pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,913 | $2,268+28.4% | $4,672-37.7% | $3,262-10.7% |
| Participant deferral / active EE | $5,746 | $3,828+50.1% | $5,626+2.1% | $5,331+7.8% |
| Admin fee / account holder | $78 | $94-16.9% | $15,912-99.5% | $109-28.6% |