Filed September 16, 2010
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,183 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,239 | $68,413-13.4% | $123,104-51.9% | $55,191+7.3% |
| Participation rate | 94.7% | 84.5%+10.1pp | 86.8%+7.9pp | 69.2%+25.5pp |
| Annual return | 219.43% | 6.30%+213.1pp | 13.22%+206.2pp | 10.78%+208.7pp |
| Employer contribution / active EE | $3,234 | $3,050+6.0% | $5,151-37.2% | $1,899+70.3% |
| Participant deferral / active EE | $5,077 | $4,490+13.1% | $6,230-18.5% | $3,046+66.7% |
| Admin fee / account holder | $47 | $88-46.1% | $9,015-99.5% | $91-47.8% |