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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,475,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $656,698 |
Form 5500 reported that benefits due were not provided when due.
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 | $202,629 | $88,686+128.5% | $129,995+55.9% | $96,393+110.2% |
| Participation rate | 97.9% | 78.8%+19.1pp | 78.5%+19.4pp | 71.3%+26.6pp |
| Annual return | 21.09% | 17.57%+3.5pp | -137.18%+158.3pp | 22.88%-1.8pp |
| Employer contribution / active EE | $9,162 | $2,843+222.3% | $4,320+112.1% | $3,238+182.9% |
| Participant deferral / active EE | $9,111 | $4,908+85.6% | $5,820+56.5% | $5,455+67.0% |
| Admin fee / account holder | $100 | $60+67.5% | $10,614-99.1% | $74+35.5% |