Filed November 5, 2008 (most recent of 2 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 | $40,668 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,659 |
Form 5500 reported that benefits due were not provided when due.
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 | $102,650 | $69,305+48.1% | $82,313+24.7% | $69,631+47.4% |
| Participation rate | 95.2% | 80.3%+14.9pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 20.10% | 21.47%-1.4pp | 25.88%-5.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $4,090 | $1,887+116.8% | $2,428+68.4% | $2,032+101.2% |
| Participant deferral / active EE | $6,031 | $3,568+69.0% | $3,706+62.7% | $3,224+87.1% |
| Admin fee / account holder | $72 | $97-26.1% | $5,608-98.7% | $110-35.0% |