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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,482 |
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 | $73,648 | $130,141-43.4% | $86,677-15.0% | $77,904-5.5% |
| Participation rate | 96.6% | 85.9%+10.6pp | 76.6%+20.0pp | 73.7%+22.9pp |
| Annual return | -16.34% | -12.75%-3.6pp | 35.91%-52.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $4,820 | $3,220+49.7% | $2,836+69.9% | $2,848+69.3% |
| Participant deferral / active EE | $7,257 | $5,757+26.0% | $4,656+55.9% | $4,806+51.0% |
| Admin fee / account holder | $46 | $132-64.8% | $7,493-99.4% | $133-65.0% |