Filed March 17, 2009 (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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,490 |
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 | $26,910 | $67,505-60.1% | $85,969-68.7% | $67,505-60.1% |
| Participation rate | 85.7% | 71.2%+14.5pp | 76.5%+9.2pp | 71.2%+14.5pp |
| Annual return | 1.28% | 6.52%-5.2pp | 9.32%-8.0pp | 6.52%-5.2pp |
| Employer contribution / active EE | $708 | $2,173-67.4% | $3,474-79.6% | $2,173-67.4% |
| Participant deferral / active EE | $2,420 | $3,597-32.7% | $3,829-36.8% | $3,597-32.7% |
| Admin fee / account holder | $2 | $56-96.3% | $6,053-100.0% | $56-96.3% |