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 | $164,134 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $70,716 | $105,247-32.8% | $87,100-18.8% | $77,787-9.1% |
| Participation rate | 97.8% | 85.8%+12.0pp | 76.9%+20.9pp | 73.2%+24.5pp |
| Annual return | 21.39% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $3,390 | $2,895+17.1% | $2,521+34.4% | $2,504+35.3% |
| Participant deferral / active EE | $7,096 | $5,060+40.2% | $4,049+75.3% | $3,967+78.9% |
| Admin fee / account holder | $80 | $104-23.6% | $7,497-98.9% | $100-20.3% |