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 | $65,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,005 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,743 | $38,989-69.9% | $117,039-90.0% | $77,958-84.9% |
| Participation rate | 57.3% | 57.0%+0.4pp | 77.2%-19.8pp | 71.6%-14.3pp |
| Annual return | 23.07% | 20.61%+2.5pp | 18.95%+4.1pp | 20.87%+2.2pp |
| Employer contribution / active EE | $77 | $1,026-92.5% | $3,785-98.0% | $2,310-96.7% |
| Participant deferral / active EE | $1,161 | $1,621-28.4% | $3,929-70.5% | $3,537-67.2% |
| Admin fee / account holder | $26 | $76-66.1% | $5,974-99.6% | $97-73.7% |