Filed March 18, 2009 (most recent of 2 filings on file)
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 | $344,390 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,892 |
DOEREN MAYHEW3 years Service code 10 · EIN 36-4745545 | Accounting | $14,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,919 | $68,904-5.8% | $111,392-41.7% | $68,904-5.8% |
| Participation rate | 53.2% | 74.1%-21.0pp | 78.9%-25.7pp | 74.1%-21.0pp |
| Annual return | -4.38% | 1.07%-5.5pp | -2.06%-2.3pp | 1.07%-5.5pp |
| Employer contribution / active EE | $1,900 | $2,540-25.2% | $4,328-56.1% | $2,540-25.2% |
| Participant deferral / active EE | $3,194 | $4,015-20.4% | $5,567-42.6% | $4,015-20.4% |
| Admin fee / account holder | $124 | $71+73.2% | $12,266-99.0% | $71+73.2% |