Filed March 6, 2009 (most recent of 4 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) | $22,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,521 |
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 | $126,057 | $71,666+75.9% | $117,854+7.0% | $69,631+81.0% |
| Participation rate | 96.9% | 77.5%+19.4pp | 79.7%+17.3pp | 70.7%+26.2pp |
| Annual return | 21.71% | 18.86%+2.9pp | 335.08%-313.4pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $8,146 | $1,889+331.2% | $3,786+115.1% | $2,032+300.8% |
| Participant deferral / active EE | $9,111 | $3,340+172.8% | $4,482+103.3% | $3,224+182.6% |
| Admin fee / account holder | $3 | $120-97.9% | $8,020-100.0% | $110-97.7% |