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 | $124,685 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,941 |
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 | $154,073 | $153,281+0.5% | $93,789+64.3% | $77,904+97.8% |
| Participation rate | 97.0% | 92.2%+4.7pp | 81.0%+16.0pp | 73.7%+23.3pp |
| Annual return | -4.33% | -5.55%+1.2pp | -11.33%+7.0pp | 12.21%-16.5pp |
| Employer contribution / active EE | $4,390 | $5,690-22.8% | $4,323+1.6% | $2,848+54.2% |
| Participant deferral / active EE | $8,128 | $9,364-13.2% | $6,094+33.4% | $4,806+69.1% |
| Admin fee / account holder | $59 | $114-48.4% | $7,195-99.2% | $133-55.6% |