Filed March 25, 2013
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,093 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,711 | $62,267+2.3% | $110,238-42.2% | $55,725+14.3% |
| Participation rate | 75.6% | 78.1%-2.5pp | 79.8%-4.2pp | 70.9%+4.8pp |
| Annual return | -4.72% | -1.07%-3.7pp | 314.74%-319.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $948 | $1,941-51.1% | $3,826-75.2% | $2,078-54.4% |
| Participant deferral / active EE | $3,626 | $3,516+3.1% | $4,672-22.4% | $3,356+8.1% |
| Admin fee / account holder | $64 | $121-47.0% | $8,547-99.3% | $115-44.4% |