Filed December 3, 2008
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 | $48,101 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,951 | $111,608-48.1% | $177,821-67.4% | $73,409-21.1% |
| Participation rate | 94.7% | 87.9%+6.9pp | 87.7%+7.0pp | 72.2%+22.6pp |
| Annual return | 14.54% | 18.23%-3.7pp | 48.32%-33.8pp | 59.29%-44.8pp |
| Employer contribution / active EE | $413 | $3,796-89.1% | $5,918-93.0% | $2,234-81.5% |
| Participant deferral / active EE | $5,693 | $6,199-8.2% | $7,714-26.2% | $3,805+49.6% |
| Admin fee / account holder | $116 | $166-30.0% | $12,427-99.1% | $158-26.6% |