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 | $109,195 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,018 |
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 | $93,191 | $86,225+8.1% | $146,665-36.5% | $86,799+7.4% |
| Participation rate | 85.9% | 78.0%+7.9pp | 80.1%+5.8pp | 72.3%+13.6pp |
| Annual return | 14.21% | 31.23%-17.0pp | 22.74%-8.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,324 | $2,392-44.7% | $4,136-68.0% | $2,405-45.0% |
| Participant deferral / active EE | $4,959 | $4,245+16.8% | $5,506-9.9% | $4,131+20.1% |
| Admin fee / account holder | $145 | $195-25.9% | $10,280-98.6% | $170-14.7% |