Filed March 10, 2009 (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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $201,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,037 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,601 | $56,503+462.1% | $70,092+353.1% | $64,808+390.1% |
| Participation rate | 97.0% | 70.5%+26.6pp | 70.5%+26.6pp | 71.5%+25.6pp |
| Annual return | -14.06% | -13.44%-0.6pp | 190.73%-204.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $14,104 | $3,389+316.2% | $3,849+266.5% | $4,310+227.2% |
| Admin fee / account holder | $152 | $160-5.3% | $6,267-97.6% | $188-19.1% |