Filed February 18, 2008 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,388 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,822 |
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 | $64,874 | $78,852-17.7% | $76,768-15.5% | $75,289-13.8% |
| Participation rate | 95.6% | 85.0%+10.7pp | 77.0%+18.7pp | 72.4%+23.2pp |
| Annual return | 74.27% | -1.29%+75.6pp | 2.43%+71.8pp | -0.04%+74.3pp |
| Employer contribution / active EE | $2,000 | $2,794-28.4% | $2,485-19.5% | $2,405-16.9% |
| Participant deferral / active EE | $5,783 | $4,800+20.5% | $3,852+50.1% | $3,739+54.7% |
| Admin fee / account holder | $62 | $79-21.4% | $6,675-99.1% | $102-39.3% |