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 | $138,154 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,437 |
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 | $161,220 | $187,277-13.9% | $112,977+42.7% | $90,288+78.6% |
| Participation rate | 97.0% | 91.6%+5.5pp | 82.6%+14.5pp | 73.4%+23.7pp |
| Annual return | 19.08% | 26.33%-7.3pp | 24.24%-5.2pp | 53.97%-34.9pp |
| Employer contribution / active EE | $3,855 | $5,263-26.7% | $4,255-9.4% | $2,524+52.7% |
| Participant deferral / active EE | $7,356 | $8,833-16.7% | $5,836+26.1% | $4,232+73.8% |
| Admin fee / account holder | $66 | $102-35.4% | $6,294-99.0% | $114-42.5% |