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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$941 |
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 | $130,583 | $185,342-29.5% | $111,297+17.3% | $86,799+50.4% |
| Participation rate | 95.6% | 81.0%+14.6pp | 77.3%+18.3pp | 72.3%+23.3pp |
| Annual return | 17.56% | 500.80%-483.2pp | 54.65%-37.1pp | 97.91%-80.3pp |
| Employer contribution / active EE | $4,452 | $2,246+98.2% | $2,731+63.0% | $2,405+85.1% |
| Participant deferral / active EE | $7,820 | $4,458+75.4% | $4,487+74.3% | $4,131+89.3% |
| Admin fee / account holder | $20 | $255-92.2% | $7,964-99.7% | $170-88.2% |