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 | $37,625 |
LEGACY PROFESSIONALS LLP6 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $14,694 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,849 |
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 | $93,094 | $56,638+64.4% | $169,368-45.0% | $74,419+25.1% |
| Participation rate | 97.8% | 67.5%+30.2pp | 77.1%+20.6pp | 70.7%+27.0pp |
| Annual return | 18.43% | 24.75%-6.3pp | 405.60%-387.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,905 | $2,027+92.7% | $4,013-2.7% | $2,637+48.1% |
| Participant deferral / active EE | $6,086 | $4,223+44.1% | $6,221-2.2% | $4,528+34.4% |
| Admin fee / account holder | $167 | $307-45.5% | $9,003-98.1% | $348-51.9% |