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 | $44,146 |
LEGACY PROFESSIONALS LLP7 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $15,084 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,575 | $62,624+55.8% | $177,989-45.2% | $77,643+25.7% |
| Participation rate | 78.0% | 66.8%+11.1pp | 77.1%+0.9pp | 70.6%+7.4pp |
| Annual return | 13.89% | 16.16%-2.3pp | 294.48%-280.6pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,586 | $1,909+87.9% | $3,949-9.2% | $2,726+31.6% |
| Participant deferral / active EE | $5,237 | $4,219+24.1% | $6,276-16.6% | $4,647+12.7% |
| Admin fee / account holder | $178 | $386-53.8% | $10,363-98.3% | $430-58.6% |