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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $413,658 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $405,322 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $92,000 |
DUFFY KRUSPODIN LLP5 years Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $25,100 |
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 | $154,486 | $118,464+30.4% | $96,544+60.0% | $103,482+49.3% |
| Participation rate | 96.0% | 89.0%+7.0pp | 76.0%+20.1pp | 73.3%+22.7pp |
| Annual return | 22.40% | 18.79%+3.6pp | 25.84%-3.4pp | 33.11%-10.7pp |
| Employer contribution / active EE | $5,301 | $4,210+25.9% | $2,965+78.8% | $3,208+65.3% |
| Participant deferral / active EE | $13,176 | $7,277+81.1% | $4,851+171.6% | $5,207+153.0% |
| Admin fee / account holder | $98 | $81+20.9% | $8,252-98.8% | $114-14.1% |