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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,460 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $8,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,106 |
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 | $126,010 | $71,142+77.1% | $119,609+5.4% | $64,808+94.4% |
| Participation rate | 73.6% | 78.6%-5.0pp | 79.3%-5.6pp | 71.5%+2.1pp |
| Annual return | -16.00% | -10.01%-6.0pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,250 | $2,497-50.0% | $4,232-70.5% | $2,506-50.1% |
| Participant deferral / active EE | $5,864 | $4,490+30.6% | $5,602+4.7% | $4,310+36.1% |
| Admin fee / account holder | $88 | $162-45.9% | $10,323-99.1% | $188-53.3% |