Filed February 12, 2010
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 | $115,579 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,005 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,440 | $76,173-33.8% | $81,382-38.0% | $199,593-74.7% |
| Participation rate | 71.2% | 76.3%-5.0pp | 69.5%+1.7pp | 72.0%-0.7pp |
| Annual return | 11.40% | 15.59%-4.2pp | 24.73%-13.3pp | 34.25%-22.8pp |
| Employer contribution / active EE | $1,060 | $2,792-62.0% | $2,463-57.0% | $3,034-65.1% |
| Participant deferral / active EE | $4,010 | $4,201-4.5% | $3,883+3.3% | $5,087-21.2% |
| Admin fee / account holder | $103 | $146-29.4% | $5,768-98.2% | $269-61.7% |