Filed January 13, 2010 (most recent of 7 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,173 |
GRASSI & CO1+ years Service code 10 · EIN 11-3266576 | Accounting | $7,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,271 | $81,321+39.3% | $68,509+65.3% | $59,188+91.4% |
| Participation rate | 100.0% | 83.8%+16.1pp | 74.7%+25.2pp | 69.4%+30.5pp |
| Annual return | 1.95% | 4.65%-2.7pp | 8.27%-6.3pp | 5.51%-3.6pp |
| Employer contribution / active EE | $5,137 | $3,297+55.8% | $2,278+125.5% | $2,098+144.9% |
| Participant deferral / active EE | $4,725 | $4,592+2.9% | $3,382+39.7% | $3,265+44.7% |
| Admin fee / account holder | -$15 | $62-124.0% | $5,275-100.3% | $92-116.1% |