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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,028 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $29,600 | $65,292-54.7% | $106,619-72.2% | $65,292-54.7% |
| Participation rate | 79.5% | 72.4%+7.1pp | 78.0%+1.5pp | 72.4%+7.1pp |
| Annual return | 2.94% | 11.84%-8.9pp | 9.42%-6.5pp | 11.84%-8.9pp |
| Employer contribution / active EE | $651 | $2,302-71.7% | $3,947-83.5% | $2,302-71.7% |
| Participant deferral / active EE | $2,337 | $3,579-34.7% | $3,930-40.5% | $3,579-34.7% |
| Admin fee / account holder | $1 | $57-99.1% | $6,418-100.0% | $57-99.1% |