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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,773 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $117,761 | $82,279+43.1% | $77,999+51.0% | $63,975+84.1% |
| Participation rate | 99.9% | 84.7%+15.3pp | 75.5%+24.4pp | 71.1%+28.8pp |
| Annual return | 6.25% | 11.20%-4.9pp | 425.96%-419.7pp | 48.65%-42.4pp |
| Employer contribution / active EE | $5,491 | $3,297+66.5% | $2,470+122.3% | $2,182+151.7% |
| Participant deferral / active EE | $4,959 | $4,538+9.3% | $3,497+41.8% | $3,356+47.7% |
| Admin fee / account holder | $11 | $81-86.3% | $5,480-99.8% | $70-84.1% |