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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $409,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
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 | $94,947 | $81,548+16.4% | $141,162-32.7% | $89,569+6.0% |
| Participation rate | 79.4% | 64.9%+14.6pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 26.01% | 47.43%-21.4pp | 71.39%-45.4pp | 34.56%-8.5pp |
| Employer contribution / active EE | $1,987 | $2,272-12.5% | $4,735-58.0% | $2,584-23.1% |
| Participant deferral / active EE | $5,175 | $5,280-2.0% | $6,709-22.9% | $4,220+22.6% |
| Admin fee / account holder | $28 | $68-59.6% | $10,261-99.7% | $72-61.6% |