Filed December 19, 2011 (most recent of 3 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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,702,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $255,425 |
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 | $177,104 | $85,938+106.1% | $125,175+41.5% | $89,569+97.7% |
| Participation rate | 97.6% | 73.9%+23.7pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 21.24% | 20.69%+0.5pp | 43.79%-22.6pp | 34.56%-13.3pp |
| Employer contribution / active EE | $8,467 | $2,681+215.8% | $3,865+119.0% | $2,584+227.6% |
| Participant deferral / active EE | $8,148 | $3,818+113.4% | $4,937+65.0% | $4,220+93.1% |
| Admin fee / account holder | $111 | $56+96.3% | $9,702-98.9% | $72+54.6% |