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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,047 | $57,921+71.0% | $84,750+16.9% | $57,658+71.8% |
| Participation rate | 94.2% | 72.9%+21.3pp | 76.6%+17.6pp | 70.2%+24.0pp |
| Annual return | 8.94% | 10.24%-1.3pp | 22.78%-13.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $9,327 | $2,598+259.0% | $3,574+160.9% | $1,974+372.5% |
| Participant deferral / active EE | $9,155 | $2,742+233.9% | $3,712+146.7% | $3,061+199.1% |
| Admin fee / account holder | $47 | $130-63.4% | $5,332-99.1% | $95-49.8% |