Filed January 12, 2010 (most recent of 3 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) | $66,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,186 |
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 | $153,089 | $88,730+72.5% | $82,313+86.0% | $77,958+96.4% |
| Participation rate | 93.5% | 84.5%+8.9pp | 76.9%+16.6pp | 71.6%+21.8pp |
| Annual return | 148.32% | 20.88%+127.4pp | 25.88%+122.4pp | 20.87%+127.5pp |
| Employer contribution / active EE | $2,501 | $2,758-9.3% | $2,428+3.0% | $2,310+8.3% |
| Participant deferral / active EE | $8,096 | $4,634+74.7% | $3,706+118.4% | $3,537+128.9% |
| Admin fee / account holder | $2 | $74-97.5% | $5,608-100.0% | $97-98.1% |