Filed August 31, 2008
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,740 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,712 | $39,819+82.6% | $67,834+7.2% | $57,658+26.1% |
| Participation rate | 36.1% | 61.2%-25.2pp | 68.8%-32.7pp | 70.2%-34.2pp |
| Annual return | 7.31% | 9.19%-1.9pp | 138.47%-131.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $412 | $1,277-67.7% | $2,403-82.9% | $1,974-79.1% |
| Participant deferral / active EE | $1,119 | $2,209-49.4% | $3,160-64.6% | $3,061-63.4% |
| Admin fee / account holder | $64 | $84-23.8% | $4,622-98.6% | $95-32.6% |