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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,589,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $622,680 |
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 | $219,016 | $107,401+103.9% | $146,665+49.3% | $106,520+105.6% |
| Participation rate | 97.6% | 78.6%+19.0pp | 80.1%+17.5pp | 71.3%+26.3pp |
| Annual return | 15.02% | 18.50%-3.5pp | 22.74%-7.7pp | 19.28%-4.3pp |
| Employer contribution / active EE | $8,328 | $2,794+198.1% | $4,136+101.3% | $2,840+193.2% |
| Participant deferral / active EE | $8,428 | $4,619+82.4% | $5,506+53.1% | $4,948+70.3% |
| Admin fee / account holder | $116 | $65+79.5% | $10,280-98.9% | $75+55.9% |