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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,684 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,808 |
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 | $113,065 | $105,247+7.4% | $87,100+29.8% | $77,787+45.4% |
| Participation rate | 69.6% | 85.8%-16.2pp | 76.9%-7.3pp | 73.2%-3.6pp |
| Annual return | 24.44% | 24.52%-0.1pp | 28.19%-3.8pp | 32.57%-8.1pp |
| Employer contribution / active EE | $2,564 | $2,895-11.4% | $2,521+1.7% | $2,504+2.4% |
| Participant deferral / active EE | $4,031 | $5,060-20.3% | $4,049-0.4% | $3,967+1.6% |
| Admin fee / account holder | $50 | $104-52.2% | $7,497-99.3% | $100-50.1% |