Filed December 10, 2009
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,841 |
BROCK AND COMPANY1+ years Filed as: BROCK & COMPANY CPA'S P.C. Service code 10 · EIN 84-0930288 | Accounting | $9,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,539 | $48,277+27.5% | $63,517-3.1% | $55,191+11.5% |
| Participation rate | 99.5% | 69.4%+30.1pp | 71.0%+28.5pp | 69.2%+30.3pp |
| Annual return | -0.69% | 2.37%-3.1pp | -70.30%+69.6pp | 10.78%-11.5pp |
| Employer contribution / active EE | $3,269 | $1,592+105.3% | $2,322+40.8% | $1,899+72.2% |
| Participant deferral / active EE | $2,241 | $2,432-7.9% | $2,953-24.1% | $3,046-26.4% |
| Admin fee / account holder | $16 | $86-81.2% | $5,892-99.7% | $91-82.2% |