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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,927 |
Form 5500 reported that benefits due were not provided when due.
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 | $106,368 | $73,404+44.9% | $87,100+22.1% | $67,579+57.4% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 19.28% | 48.29%-29.0pp | 28.19%-8.9pp | 378.56%-359.3pp |
| Employer contribution / active EE | $4,504 | $2,014+123.6% | $2,521+78.6% | $2,148+109.7% |
| Participant deferral / active EE | $6,975 | $3,913+78.3% | $4,049+72.3% | $3,539+97.1% |
| Admin fee / account holder | $28 | $142-79.9% | $7,497-99.6% | $142-80.0% |