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 | $162,376 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,618 | $176,491-63.4% | $95,952-32.7% | $90,288-28.4% |
| Participation rate | 98.5% | 86.6%+11.9pp | 77.1%+21.4pp | 73.4%+25.1pp |
| Annual return | 5.76% | 20.14%-14.4pp | 91.61%-85.9pp | 53.97%-48.2pp |
| Employer contribution / active EE | $368 | $2,789-86.8% | $2,541-85.5% | $2,524-85.4% |
| Participant deferral / active EE | $7,396 | $5,340+38.5% | $4,167+77.5% | $4,232+74.8% |
| Admin fee / account holder | $77 | $154-49.8% | $6,795-98.9% | $114-32.2% |