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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,515 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $39,797 |
OGLETREE DEAKINS1 year Service code 16 THE OGLETREE BUILDING · GREENVILLE, SC 29601 | Consulting | $18,433 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $12,500 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $10,250 |
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 | $128,780 | $90,410+42.4% | $91,001+41.5% | $77,958+65.2% |
| Participation rate | 99.9% | 86.4%+13.5pp | 75.6%+24.3pp | 71.6%+28.2pp |
| Annual return | 16.90% | 21.34%-4.4pp | 4.60%+12.3pp | 20.87%-4.0pp |
| Employer contribution / active EE | $3,350 | $3,392-1.2% | $2,456+36.4% | $2,310+45.0% |
| Participant deferral / active EE | $5,287 | $4,816+9.8% | $3,547+49.0% | $3,537+49.5% |
| Admin fee / account holder | $47 | $79-40.3% | $5,417-99.1% | $97-51.6% |