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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,254 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,217 | $91,372+111.5% | $129,995+48.6% | $74,419+159.6% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.4pp |
| Annual return | 20.72% | 23.21%-2.5pp | -137.18%+157.9pp | 34.38%-13.7pp |
| Employer contribution / active EE | $9,580 | $2,563+273.7% | $4,320+121.8% | $2,637+263.2% |
| Participant deferral / active EE | $12,426 | $4,721+163.2% | $5,820+113.5% | $4,528+174.4% |
| Admin fee / account holder | $55 | $283-80.6% | $10,614-99.5% | $348-84.2% |