Filed July 1, 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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,084 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,944 |
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 | $142,325 | $78,419+81.5% | $133,956+6.2% | $73,409+93.9% |
| Participation rate | 77.1% | 78.6%-1.5pp | 79.8%-2.7pp | 72.2%+4.9pp |
| Annual return | 15.01% | 33.35%-18.3pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $962 | $2,044-52.9% | $3,919-75.4% | $2,234-56.9% |
| Participant deferral / active EE | $5,358 | $3,925+36.5% | $5,048+6.2% | $3,805+40.8% |
| Admin fee / account holder | $107 | $161-33.9% | $8,927-98.8% | $158-32.5% |