Filed August 25, 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) | $41,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,825 | $71,957+2.6% | $67,652+9.1% | $59,188+24.7% |
| Participation rate | 57.3% | 82.7%-25.4pp | 75.7%-18.4pp | 69.4%-12.1pp |
| Annual return | 0.84% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,866 | $2,432-23.3% | $2,266-17.6% | $2,098-11.1% |
| Participant deferral / active EE | $2,742 | $4,211-34.9% | $3,560-23.0% | $3,265-16.0% |
| Admin fee / account holder | $55 | $64-14.1% | $4,821-98.9% | $92-40.2% |