Filed May 15, 2009 (most recent of 2 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $279,401 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,722 | $80,506+2.8% | $136,294-39.3% | $80,976+2.2% |
| Participation rate | 77.4% | 61.9%+15.5pp | 81.9%-4.5pp | 68.3%+9.2pp |
| Annual return | 18.18% | 27.70%-9.5pp | 5155.94%-5137.8pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,649 | $1,943-15.1% | $4,695-64.9% | $2,402-31.3% |
| Participant deferral / active EE | $4,634 | $4,601+0.7% | $6,247-25.8% | $3,848+20.4% |
| Admin fee / account holder | $42 | $72-42.1% | $9,243-99.5% | $67-38.3% |