Filed August 27, 2009
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,784 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $272,393 | $44,897+506.7% | $84,966+220.6% | $199,593+36.5% |
| Participation rate | 98.0% | 45.7%+52.3pp | 67.5%+30.5pp | 72.0%+26.1pp |
| Annual return | 16.76% | 20.96%-4.2pp | 66.38%-49.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $4,396 | $1,365+222.0% | $2,727+61.2% | $3,034+44.9% |
| Participant deferral / active EE | $14,261 | $2,668+434.5% | $4,519+215.6% | $5,087+180.4% |
| Admin fee / account holder | $41 | $584-93.0% | $6,149-99.3% | $269-84.9% |