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 | $36,490 |
LEGACY PROFESSIONALS LLP5 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $16,042 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,071 |
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 | $94,447 | $50,458+87.2% | $159,960-41.0% | $64,808+45.7% |
| Participation rate | 84.9% | 68.0%+16.8pp | 78.0%+6.9pp | 71.5%+13.4pp |
| Annual return | -16.11% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,777 | $1,722+61.2% | $4,226-34.3% | $2,506+10.8% |
| Participant deferral / active EE | $4,379 | $4,004+9.4% | $6,182-29.2% | $4,310+1.6% |
| Admin fee / account holder | $203 | $706-71.3% | $8,698-97.7% | $188+7.9% |