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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $372,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,249 |
Form 5500 reported that benefits due were not provided when due.
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 | $77,174 | $71,505+7.9% | $123,544-37.5% | $73,367+5.2% |
| Participation rate | 79.3% | 64.9%+14.4pp | 82.3%-3.0pp | 69.5%+9.8pp |
| Annual return | -4.96% | 6.94%-11.9pp | 119.20%-124.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $1,864 | $2,011-7.3% | $4,628-59.7% | $2,499-25.4% |
| Participant deferral / active EE | $4,878 | $4,928-1.0% | $6,426-24.1% | $4,033+21.0% |
| Admin fee / account holder | $15 | $66-77.4% | $9,284-99.8% | $68-78.2% |