Filed July 10, 2012
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $65,389 | $82,204-20.5% | $130,648-50.0% | $82,204-20.5% |
| Participation rate | 34.0% | 73.4%-39.4pp | 71.7%-37.8pp | 73.4%-39.4pp |
| Annual return | 20.22% | 26.31%-6.1pp | 1708.96%-1688.7pp | 26.31%-6.1pp |
| Employer contribution / active EE | $734 | $2,707-72.9% | $4,092-82.1% | $2,707-72.9% |
| Participant deferral / active EE | $1,582 | $4,246-62.7% | $3,603-56.1% | $4,246-62.7% |
| Admin fee / account holder | $26 | $76-65.7% | $5,464-99.5% | $76-65.7% |