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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,354 |
Service code 10 · EIN 25-1408703 | Accounting | $15,059 |
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 | $82,100 | $64,457+27.4% | $111,392-26.3% | $55,725+47.3% |
| Participation rate | 97.6% | 79.7%+18.0pp | 78.9%+18.8pp | 70.9%+26.8pp |
| Annual return | -6.48% | -19.97%+13.5pp | -2.06%-4.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,243 | $3,956-18.0% | $4,328-25.1% | $2,078+56.0% |
| Participant deferral / active EE | $4,084 | $5,219-21.7% | $5,567-26.6% | $3,356+21.7% |
| Admin fee / account holder | $129 | $112+15.4% | $12,266-98.9% | $115+12.2% |