Filed December 2, 2011 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $702,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $679,500 |
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 | $124,833 | $106,222+17.5% | $185,823-32.8% | $106,222+17.5% |
| Participation rate | 94.6% | 70.8%+23.8pp | 78.0%+16.6pp | 70.8%+23.8pp |
| Annual return | 13.60% | 21.69%-8.1pp | 35.95%-22.4pp | 21.69%-8.1pp |
| Employer contribution / active EE | $2,594 | $2,723-4.8% | $4,087-36.5% | $2,723-4.8% |
| Participant deferral / active EE | $7,507 | $4,600+63.2% | $5,632+33.3% | $4,600+63.2% |
| Admin fee / account holder | $85 | $78+8.7% | $9,500-99.1% | $78+8.7% |