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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,492,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $731,493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,007 | $80,242+115.6% | $119,609+44.6% | $89,394+93.5% |
| Participation rate | 98.8% | 78.3%+20.5pp | 79.3%+19.5pp | 71.3%+27.5pp |
| Annual return | -16.95% | -12.97%-4.0pp | -14.97%-2.0pp | -11.89%-5.1pp |
| Employer contribution / active EE | $8,719 | $2,684+224.8% | $4,232+106.0% | $3,022+188.5% |
| Participant deferral / active EE | $8,719 | $4,686+86.1% | $5,602+55.6% | $5,123+70.2% |
| Admin fee / account holder | $113 | $66+69.8% | $10,323-98.9% | $79+41.9% |