Filed May 10, 2008 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,588 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $73,351 | $61,125+20.0% | $108,579-32.4% | $63,975+14.7% |
| Participation rate | 73.6% | 80.5%-6.9pp | 79.6%-5.9pp | 71.1%+2.5pp |
| Annual return | 6.87% | 14.06%-7.2pp | -51.70%+58.6pp | 48.65%-41.8pp |
| Employer contribution / active EE | $2,840 | $2,237+27.0% | $3,758-24.4% | $2,182+30.2% |
| Participant deferral / active EE | $4,927 | $3,574+37.9% | $4,311+14.3% | $3,356+46.8% |
| Admin fee / account holder | $54 | $72-24.7% | $7,645-99.3% | $70-23.1% |