Filed October 23, 2013 (most recent of 2 filings on file)
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 | $13,145 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,752 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $7,000 |
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 | $136,347 | $155,795-12.5% | $136,2940% | $69,631+95.8% |
| Participation rate | 91.5% | 75.2%+16.2pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 20.42% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $3,387 | $2,991+13.2% | $4,695-27.9% | $2,032+66.7% |
| Participant deferral / active EE | $9,236 | $5,394+71.2% | $6,247+47.8% | $3,224+186.5% |
| Admin fee / account holder | $74 | $128-42.1% | $9,243-99.2% | $110-32.7% |