Filed September 23, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,174 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,901 | $168,477-19.3% | $105,387+29.0% | $77,787+74.7% |
| Participation rate | 97.9% | 91.6%+6.3pp | 82.6%+15.3pp | 73.2%+24.7pp |
| Annual return | 19.00% | 25.62%-6.6pp | 26.82%-7.8pp | 32.57%-13.6pp |
| Employer contribution / active EE | $3,349 | $4,957-32.4% | $4,213-20.5% | $2,504+33.7% |
| Participant deferral / active EE | $6,817 | $8,141-16.3% | $5,502+23.9% | $3,967+71.8% |
| Admin fee / account holder | $64 | $103-37.8% | $6,559-99.0% | $100-36.3% |