Filed January 24, 2010
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 | $50,804 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,163 | $32,530-74.9% | $106,619-92.3% | $63,975-87.2% |
| Participation rate | 53.0% | 55.7%-2.7pp | 78.0%-25.0pp | 71.1%-18.1pp |
| Annual return | 11.80% | 8.92%+2.9pp | 9.42%+2.4pp | 48.65%-36.8pp |
| Employer contribution / active EE | $75 | $724-89.7% | $3,947-98.1% | $2,182-96.6% |
| Participant deferral / active EE | $1,009 | $1,383-27.1% | $3,930-74.3% | $3,356-69.9% |
| Admin fee / account holder | $17 | $61-71.4% | $6,418-99.7% | $70-75.2% |