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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,559 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,697 | $72,254+36.6% | $86,677+13.9% | $64,808+52.3% |
| Participation rate | 97.9% | 80.4%+17.5pp | 76.6%+21.3pp | 71.5%+26.4pp |
| Annual return | -18.94% | 392.42%-411.4pp | 35.91%-54.9pp | 32.82%-51.8pp |
| Employer contribution / active EE | $4,515 | $2,393+88.7% | $2,836+59.2% | $2,506+80.2% |
| Participant deferral / active EE | $7,955 | $4,658+70.8% | $4,656+70.9% | $4,310+84.6% |
| Admin fee / account holder | $25 | $174-85.7% | $7,493-99.7% | $188-86.7% |