Filed May 25, 2010
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,686 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,005 | $88,730-3.1% | $82,313+4.5% | $77,958+10.3% |
| Participation rate | 97.5% | 84.5%+12.9pp | 76.9%+20.6pp | 71.6%+25.8pp |
| Annual return | 17.59% | 20.88%-3.3pp | 25.88%-8.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,131 | $2,758-59.0% | $2,428-53.4% | $2,310-51.0% |
| Participant deferral / active EE | $2,138 | $4,634-53.9% | $3,706-42.3% | $3,537-39.5% |
| Admin fee / account holder | $3 | $74-95.8% | $5,608-99.9% | $97-96.8% |