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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,334 |
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 | $254,113 | $122,693+107.1% | $184,203+38.0% | $199,593+27.3% |
| Participation rate | 85.1% | 86.8%-1.7pp | 86.8%-1.7pp | 72.0%+13.1pp |
| Annual return | 37.11% | 143.91%-106.8pp | 28.81%+8.3pp | 34.25%+2.9pp |
| Employer contribution / active EE | $3,586 | $4,584-21.8% | $6,427-44.2% | $3,034+18.2% |
| Participant deferral / active EE | $19,582 | $7,990+145.1% | $9,131+114.4% | $5,087+285.0% |
| Admin fee / account holder | -$12 | $121-110.0% | $13,901-100.1% | $269-104.5% |