Filed October 28, 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 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 | $69,610 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,565 |
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 | $76,054 | $88,730-14.3% | $82,313-7.6% | $77,958-2.4% |
| Participation rate | 96.6% | 84.5%+12.1pp | 76.9%+19.7pp | 71.6%+25.0pp |
| Annual return | 17.54% | 20.88%-3.3pp | 25.88%-8.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $4,153 | $2,758+50.6% | $2,428+71.0% | $2,310+79.8% |
| Participant deferral / active EE | $5,973 | $4,634+28.9% | $3,706+61.2% | $3,537+68.9% |
| Admin fee / account holder | $42 | $74-43.7% | $5,608-99.3% | $97-57.2% |