Filed March 29, 2011
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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,435 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,355 | $84,000-15.1% | $119,609-40.3% | $77,904-8.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 79.3%+14.8pp | 73.7%+20.4pp |
| Annual return | -17.50% | -11.59%-5.9pp | -14.97%-2.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,717 | $2,907-6.6% | $4,232-35.8% | $2,848-4.6% |
| Participant deferral / active EE | $8,251 | $4,705+75.4% | $5,602+47.3% | $4,806+71.7% |
| Admin fee / account holder | $34 | $116-70.7% | $10,323-99.7% | $133-74.4% |