Filed January 14, 2008
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,237 | $50,498+108.4% | $75,781+38.9% | $55,191+90.7% |
| Participation rate | 83.1% | 69.4%+13.6pp | 75.8%+7.2pp | 69.2%+13.9pp |
| Annual return | 1.68% | 1.80%-0.1pp | 9.68%-8.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $7,540 | $2,291+229.1% | $3,323+126.9% | $1,899+297.1% |
| Participant deferral / active EE | $7,772 | $2,589+200.2% | $3,651+112.9% | $3,046+155.1% |
| Admin fee / account holder | $26 | $123-78.6% | $5,299-99.5% | $91-71.0% |