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) | $112,045 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$120,561 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,748 | $100,227+14.5% | $169,993-32.5% | $74,419+54.2% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 27.30% | 66.08%-38.8pp | 53.37%-26.1pp | 34.38%-7.1pp |
| Employer contribution / active EE | $4,768 | $4,263+11.9% | $6,785-29.7% | $2,637+80.8% |
| Participant deferral / active EE | $8,343 | $7,143+16.8% | $10,408-19.8% | $4,528+84.2% |
| Admin fee / account holder | $99 | $234-57.6% | $12,815-99.2% | $348-71.4% |