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 | $253,642 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,102 |
DOEREN MAYHEW5 years Service code 10 · EIN 36-4745545 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,720 | $130,084-25.6% | $138,135-30.0% | $90,288+7.1% |
| Participation rate | 69.2% | 86.0%-16.8pp | 78.7%-9.5pp | 73.4%-4.1pp |
| Annual return | 10.25% | 14.63%-4.4pp | 20.51%-10.3pp | 53.97%-43.7pp |
| Employer contribution / active EE | $2,956 | $5,865-49.6% | $5,587-47.1% | $2,524+17.1% |
| Participant deferral / active EE | $5,285 | $7,099-25.5% | $6,431-17.8% | $4,232+24.9% |
| Admin fee / account holder | $142 | $187-23.8% | $11,856-98.8% | $114+24.6% |