Filed May 29, 2009 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,528 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,248 | $136,853-49.4% | $130,231-46.8% | $80,160-13.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 76.3%+3.7pp | 72.9%+7.1pp |
| Annual return | 20.14% | 22.66%-2.5pp | 38.77%-18.6pp | 40.38%-20.2pp |
| Employer contribution / active EE | $2,155 | $3,395-36.5% | $4,126-47.8% | $2,978-27.6% |
| Participant deferral / active EE | $4,376 | $5,856-25.3% | $6,799-35.6% | $5,017-12.8% |
| Admin fee / account holder | -$15 | $184-108.0% | $6,020-100.2% | $145-110.2% |