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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,932 | $67,228+15.9% | $117,854-33.9% | $77,9580% |
| Participation rate | 64.5% | 79.4%-14.9pp | 79.7%-15.1pp | 71.6%-7.1pp |
| Annual return | 17.73% | 19.13%-1.4pp | 335.08%-317.4pp | 20.87%-3.1pp |
| Employer contribution / active EE | $2,024 | $2,211-8.5% | $3,786-46.5% | $2,310-12.4% |
| Participant deferral / active EE | $3,814 | $3,653+4.4% | $4,482-14.9% | $3,537+7.8% |
| Admin fee / account holder | $77 | $76+1.1% | $8,020-99.0% | $97-21.3% |