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 | $99,902 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,998 |
ISLER DARE, P.C.1+ years Service code 16 · EIN 54-1844836 | Consulting | $8,604 |
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 | $102,768 | $130,141-21.0% | $86,677+18.6% | $77,904+31.9% |
| Participation rate | 97.9% | 85.9%+11.9pp | 76.6%+21.3pp | 73.7%+24.2pp |
| Annual return | 0.00% | -12.75%+12.7pp | 35.91%-35.9pp | 12.21%-12.2pp |
| Employer contribution / active EE | $5,782 | $3,220+79.6% | $2,836+103.9% | $2,848+103.0% |
| Participant deferral / active EE | $7,469 | $5,757+29.7% | $4,656+60.4% | $4,806+55.4% |
| Admin fee / account holder | $95 | $132-28.0% | $7,493-98.7% | $133-28.5% |