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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,897 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $83,512 | $105,247-20.7% | $87,100-4.1% | $77,787+7.4% |
| Participation rate | 97.6% | 85.8%+11.8pp | 76.9%+20.7pp | 73.2%+24.4pp |
| Annual return | 25.95% | 24.52%+1.4pp | 28.19%-2.2pp | 32.57%-6.6pp |
| Employer contribution / active EE | $4,637 | $2,895+60.2% | $2,521+83.9% | $2,504+85.1% |
| Participant deferral / active EE | $6,564 | $5,060+29.7% | $4,049+62.1% | $3,967+65.4% |
| Admin fee / account holder | $41 | $104-61.1% | $7,497-99.5% | $100-59.3% |