Filed December 3, 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 3-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 | $108,163 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,324 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $33,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,347 | $110,299+12.7% | $102,423+21.4% | $199,593-37.7% |
| Participation rate | 99.2% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.3pp |
| Annual return | 15.84% | 35.73%-19.9pp | 29.32%-13.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $5,601 | $3,603+55.4% | $3,023+85.3% | $3,034+84.6% |
| Participant deferral / active EE | $7,397 | $6,376+16.0% | $5,053+46.4% | $5,087+45.4% |
| Admin fee / account holder | $114 | $122-6.8% | $9,451-98.8% | $269-57.6% |