Filed November 6, 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 8-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,430 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $58,000 |
KATZ, SAPPER & MILLER2+ years Service code 10 · EIN 35-1090346 | Accounting | $20,500 |
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 | $127,775 | $88,581+44.2% | $74,183+72.2% | $65,292+95.7% |
| Participation rate | 84.8% | 86.2%-1.4pp | 76.6%+8.1pp | 72.4%+12.3pp |
| Annual return | 79.93% | 11.72%+68.2pp | 17.74%+62.2pp | 11.84%+68.1pp |
| Employer contribution / active EE | $3,161 | $3,021+4.7% | $2,370+33.4% | $2,302+37.3% |
| Participant deferral / active EE | $4,599 | $4,898-6.1% | $3,550+29.6% | $3,579+28.5% |
| Admin fee / account holder | $53 | $60-11.1% | $5,586-99.0% | $57-7.4% |