Filed March 23, 2009 (most recent of 5 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750,957 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,106 |
FIDUCIARYVEST LLC1 year Service code 27 · EIN 20-2217636 | Advisory (Plan) | $140,508 |
NEEMA MAILING, INC2 years Service code 36 · EIN 01-0918753 | Other services; Other fees; Copying a... | $91,089 |
Filed as: WILKINS FINSTON FRIEDMAN LAW GROUP Service code 29 · EIN 27-5546855 | Legal | $21,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,778 | $53,684+0.2% | $170,442-68.4% | $80,976-33.6% |
| Participation rate | 63.4% | 69.2%-5.8pp | 83.6%-20.2pp | 68.3%-4.9pp |
| Annual return | 16.48% | 25.97%-9.5pp | 205.93%-189.5pp | 22.91%-6.4pp |
| Employer contribution / active EE | $1,097 | $1,642-33.2% | $5,433-79.8% | $2,402-54.3% |
| Participant deferral / active EE | $3,580 | $3,017+18.7% | $4,939-27.5% | $3,848-7.0% |
| Admin fee / account holder | $73 | $46+56.8% | $13,880-99.5% | $67+7.8% |