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 | $40,522 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,162 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $15,050 |
BRIGGS & VESELKA CO.6+ years Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $125,184 | $62,132+101.5% | $185,823-32.6% | $73,488+70.3% |
| Participation rate | 97.9% | 67.8%+30.1pp | 78.0%+19.9pp | 70.7%+27.2pp |
| Annual return | 13.16% | 20.44%-7.3pp | 35.95%-22.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,874 | $1,681+130.4% | $4,087-5.2% | $2,270+70.6% |
| Participant deferral / active EE | $5,620 | $3,711+51.4% | $5,632-0.2% | $3,740+50.3% |
| Admin fee / account holder | $312 | $419-25.4% | $9,500-96.7% | $513-39.1% |