Filed February 8, 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 | $51,300 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,258 |
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 | $45,575 | $36,700+24.2% | $171,082-73.4% | $63,975-28.8% |
| Participation rate | 94.5% | 61.5%+33.0pp | 76.7%+17.8pp | 71.1%+23.4pp |
| Annual return | 7.20% | 12.80%-5.6pp | 32.56%-25.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,025 | $1,210-15.3% | $4,002-74.4% | $2,182-53.0% |
| Participant deferral / active EE | $3,572 | $2,696+32.5% | $4,797-25.5% | $3,356+6.4% |
| Admin fee / account holder | $22 | $68-67.5% | $8,520-99.7% | $70-68.9% |