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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,188 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$88,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,818 | $148,970-49.1% | $136,007-44.3% | $199,593-62.0% |
| Participation rate | 79.8% | 79.4%+0.5pp | 76.5%+3.4pp | 72.0%+7.8pp |
| Annual return | 15.42% | 27.07%-11.6pp | 579.32%-563.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,283 | $3,561-35.9% | $4,217-45.9% | $3,034-24.8% |
| Participant deferral / active EE | $4,699 | $6,140-23.5% | $7,025-33.1% | $5,087-7.6% |
| Admin fee / account holder | -$19 | $144-113.5% | $6,858-100.3% | $269-107.2% |