Filed December 8, 2008
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 | $35,620 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,238 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $14,350 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $13,650 |
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 | $101,403 | $56,972+78.0% | $182,532-44.4% | $65,185+55.6% |
| Participation rate | 99.1% | 66.5%+32.5pp | 78.0%+21.1pp | 70.2%+28.9pp |
| Annual return | 21.34% | 27.67%-6.3pp | 148.54%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,026 | $1,615+87.4% | $4,076-25.8% | $2,177+39.0% |
| Participant deferral / active EE | $5,347 | $3,526+51.6% | $5,524-3.2% | $3,514+52.2% |
| Admin fee / account holder | $271 | $528-48.6% | $8,592-96.8% | $847-68.0% |