Filed September 23, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $568,573 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $399,091 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $74,000 |
DUFFY KRUSPODIN LLP6 years Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $26,400 |
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 | $181,292 | $159,391+13.7% | $102,423+77.0% | $99,062+83.0% |
| Participation rate | 98.6% | 88.6%+10.0pp | 76.5%+22.1pp | 71.6%+27.0pp |
| Annual return | 17.18% | 19.03%-1.8pp | 29.32%-12.1pp | 17.66%-0.5pp |
| Employer contribution / active EE | $6,018 | $4,207+43.0% | $3,023+99.0% | $3,262+84.5% |
| Participant deferral / active EE | $15,594 | $7,498+108.0% | $5,053+208.6% | $5,331+192.5% |
| Admin fee / account holder | $108 | $159-32.4% | $9,451-98.9% | $109-1.2% |