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 | $13,826 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,127 |
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 | $89,860 | $44,059+104.0% | $71,671+25.4% | $69,631+29.1% |
| Participation rate | 37.7% | 60.8%-23.1pp | 68.7%-31.1pp | 70.7%-33.0pp |
| Annual return | 16.85% | 21.97%-5.1pp | 20.65%-3.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $492 | $1,305-62.3% | $2,460-80.0% | $2,032-75.8% |
| Participant deferral / active EE | $1,389 | $2,370-41.4% | $3,438-59.6% | $3,224-56.9% |
| Admin fee / account holder | $73 | $108-32.7% | $5,558-98.7% | $110-34.3% |