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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,835 | $177,276-80.4% | $117,039-70.2% | $177,276-80.4% |
| Participation rate | 81.7% | 74.8%+6.8pp | 77.2%+4.5pp | 74.8%+6.8pp |
| Annual return | 19.98% | 21.25%-1.3pp | 18.95%+1.0pp | 21.25%-1.3pp |
| Employer contribution / active EE | $643 | $2,479-74.1% | $3,785-83.0% | $2,479-74.1% |
| Participant deferral / active EE | $2,569 | $3,881-33.8% | $3,929-34.6% | $3,881-33.8% |
| Admin fee / account holder | $18 | $154-88.0% | $5,974-99.7% | $154-88.0% |