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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $787,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $673,259 |
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 | $138,285 | $96,393+43.5% | $169,368-18.4% | $96,393+43.5% |
| Participation rate | 95.3% | 71.3%+24.0pp | 77.1%+18.2pp | 71.3%+24.0pp |
| Annual return | 21.64% | 22.88%-1.2pp | 405.60%-384.0pp | 22.88%-1.2pp |
| Employer contribution / active EE | $2,796 | $3,238-13.7% | $4,013-30.3% | $3,238-13.7% |
| Participant deferral / active EE | $9,214 | $5,455+68.9% | $6,221+48.1% | $5,455+68.9% |
| Admin fee / account holder | $89 | $74+20.3% | $9,003-99.0% | $74+20.3% |