Filed September 19, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,535 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $27,418 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 31 · EIN 20-4751585 | Named fiduciary | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,963 |
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 | $62,540 | $80,211-22.0% | $74,183-15.7% | $63,975-2.2% |
| Participation rate | 88.4% | 84.2%+4.2pp | 76.6%+11.8pp | 71.1%+17.3pp |
| Annual return | 8.00% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.7pp |
| Employer contribution / active EE | $3,394 | $2,553+32.9% | $2,370+43.2% | $2,182+55.6% |
| Participant deferral / active EE | $5,245 | $4,370+20.0% | $3,550+47.8% | $3,356+56.3% |
| Admin fee / account holder | $17 | $67-75.0% | $5,586-99.7% | $70-76.2% |