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 | $4,220,868 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $993,064 |
Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $179,755 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $62,057 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $38,200 |
WILKINS FINSTON LAW GROUP LLP5+ years Filed as: WILKINS FINSTON LAW Service code 16 · EIN 27-5546855 | Consulting | $16,014 |
NEEMA MAILING, INC4 years Service code 38 · EIN 01-0918753 | Participant Communication | $7,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,889 | $58,202-4.0% | $172,739-67.6% | $89,569-37.6% |
| Participation rate | 67.8% | 72.8%-5.0pp | 82.6%-14.8pp | 69.6%-1.8pp |
| Annual return | 31.21% | 61.59%-30.4pp | 802.84%-771.6pp | 34.56%-3.3pp |
| Employer contribution / active EE | $1,109 | $1,759-36.9% | $5,143-78.4% | $2,584-57.1% |
| Participant deferral / active EE | $3,769 | $3,335+13.0% | $5,198-27.5% | $4,220-10.7% |
| Admin fee / account holder | $95 | $53+80.7% | $13,954-99.3% | $72+32.6% |