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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $106,180 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,904 |
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 | $99,347 | $86,897+14.3% | $151,611-34.5% | $64,808+53.3% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.5%+9.2pp | 71.5%+25.2pp |
| Annual return | -17.30% | -3.57%-13.7pp | 3.33%-20.6pp | 32.82%-50.1pp |
| Employer contribution / active EE | $4,472 | $4,010+11.5% | $6,166-27.5% | $2,506+78.4% |
| Participant deferral / active EE | $7,636 | $6,690+14.1% | $8,363-8.7% | $4,310+77.2% |
| Admin fee / account holder | $117 | $153-23.4% | $11,616-99.0% | $188-37.6% |