Filed December 9, 2010
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,961 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,456 | $66,750+16.0% | $105,722-26.7% | $57,658+34.3% |
| Participation rate | 96.9% | 79.2%+17.7pp | 78.9%+18.0pp | 70.2%+26.7pp |
| Annual return | 5.68% | 10.99%-5.3pp | 12.25%-6.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,521 | $3,766-33.1% | $4,079-38.2% | $1,974+27.7% |
| Participant deferral / active EE | $3,476 | $4,933-29.5% | $5,326-34.7% | $3,061+13.6% |
| Admin fee / account holder | $63 | $88-28.8% | $8,308-99.2% | $95-33.8% |