Filed April 9, 2009
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 4-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,687 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,597 | $160,882+75.7% | $200,582+40.9% | $102,872+174.7% |
| Participation rate | 88.4% | 91.2%-2.8pp | 86.9%+1.5pp | 73.0%+15.4pp |
| Annual return | 10.61% | 18.15%-7.5pp | 42.33%-31.7pp | 19.06%-8.4pp |
| Employer contribution / active EE | $4,117 | $5,602-26.5% | $6,419-35.9% | $3,526+16.7% |
| Participant deferral / active EE | $22,647 | $9,300+143.5% | $9,331+142.7% | $5,535+309.2% |
| Admin fee / account holder | $24 | $125-81.1% | $16,305-99.9% | $292-91.9% |