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 | $85,542 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,041 |
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 | $69,039 | $71,142-3.0% | $119,609-42.3% | $64,808+6.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 79.3%+7.5pp | 71.5%+15.3pp |
| Annual return | -17.36% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,550 | $2,497-37.9% | $4,232-63.4% | $2,506-38.1% |
| Participant deferral / active EE | $5,005 | $4,490+11.5% | $5,602-10.7% | $4,310+16.1% |
| Admin fee / account holder | $112 | $162-30.7% | $10,323-98.9% | $188-40.2% |