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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,235 |
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 | $79,771 | $80,211-0.5% | $74,183+7.5% | $63,975+24.7% |
| Participation rate | 67.7% | 84.2%-16.5pp | 76.6%-8.9pp | 71.1%-3.4pp |
| Annual return | 7.18% | 14.13%-6.9pp | 17.74%-10.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,192 | $2,553-14.2% | $2,370-7.5% | $2,182+0.5% |
| Participant deferral / active EE | $3,324 | $4,370-23.9% | $3,550-6.4% | $3,356-1.0% |
| Admin fee / account holder | $32 | $67-52.7% | $5,586-99.4% | $70-54.9% |