Filed December 19, 2007
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 5-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $828,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $647,447 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 49 · EIN 52-1714114 | Other Services | $262,694 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $133,350 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,917 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $97,452 | $161,802-39.8% | $96,544+0.9% | $96,393+1.1% |
| Participation rate | 93.9% | 92.5%+1.5pp | 76.0%+17.9pp | 71.3%+22.6pp |
| Annual return | 15.64% | 18.41%-2.8pp | 25.84%-10.2pp | 22.88%-7.2pp |
| Employer contribution / active EE | $3,791 | $5,381-29.6% | $2,965+27.8% | $3,238+17.0% |
| Participant deferral / active EE | $4,587 | $8,927-48.6% | $4,851-5.4% | $5,455-15.9% |
| Admin fee / account holder | $95 | $61+55.4% | $8,252-98.9% | $74+28.1% |