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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,726,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $522,942 |
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 | $197,050 | $94,554+108.4% | $133,956+47.1% | $106,222+85.5% |
| Participation rate | 97.8% | 76.2%+21.6pp | 79.8%+18.0pp | 70.8%+27.0pp |
| Annual return | 15.63% | 16.55%-0.9pp | 45.09%-29.5pp | 21.69%-6.1pp |
| Employer contribution / active EE | $8,169 | $2,503+226.4% | $3,919+108.5% | $2,723+199.9% |
| Participant deferral / active EE | $7,994 | $4,130+93.6% | $5,048+58.4% | $4,600+73.8% |
| Admin fee / account holder | $122 | $69+76.5% | $8,927-98.6% | $78+55.2% |