Filed January 6, 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 |
|---|---|---|
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 | Accounting | $11,954 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,995 |
SES ADVISORS, INC.1 year Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $2,300 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,956 |
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 | $58,982 | $80,177-26.4% | $123,892-52.4% | $57,658+2.3% |
| Participation rate | 92.5% | 74.4%+18.1pp | 81.4%+11.1pp | 70.2%+22.3pp |
| Annual return | 13.66% | 17.90%-4.2pp | 47.52%-33.9pp | 5.13%+8.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,789 | $5,130+32.3% | $5,984+13.4% | $3,061+121.8% |
| Admin fee / account holder | $25 | $106-76.6% | $8,357-99.7% | $95-73.6% |