Filed June 19, 2013
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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,081 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,301 | $73,125+4.3% | $125,175-39.0% | $77,787-1.9% |
| Participation rate | 94.9% | 79.4%+15.5pp | 79.8%+15.1pp | 73.2%+21.7pp |
| Annual return | 45.19% | 24.71%+20.5pp | 43.79%+1.4pp | 32.57%+12.6pp |
| Employer contribution / active EE | $1,445 | $2,413-40.1% | $3,865-62.6% | $2,504-42.3% |
| Participant deferral / active EE | $5,589 | $3,966+40.9% | $4,937+13.2% | $3,967+40.9% |
| Admin fee / account holder | $38 | $89-57.7% | $9,702-99.6% | $100-62.2% |