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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,841 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,998 |
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 | $81,669 | $78,419+4.1% | $133,956-39.0% | $73,409+11.3% |
| Participation rate | 83.2% | 78.6%+4.6pp | 79.8%+3.4pp | 72.2%+11.0pp |
| Annual return | 15.56% | 33.35%-17.8pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,372 | $2,044-32.9% | $3,919-65.0% | $2,234-38.6% |
| Participant deferral / active EE | $4,351 | $3,925+10.9% | $5,048-13.8% | $3,805+14.3% |
| Admin fee / account holder | $122 | $161-24.4% | $8,927-98.6% | $158-22.8% |