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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,719 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,673 | $176,491-24.3% | $95,952+39.3% | $90,288+48.1% |
| Participation rate | 70.3% | 86.6%-16.3pp | 77.1%-6.8pp | 73.4%-3.1pp |
| Annual return | 19.09% | 20.14%-1.1pp | 91.61%-72.5pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,479 | $2,789-11.1% | $2,541-2.4% | $2,524-1.8% |
| Participant deferral / active EE | $3,916 | $5,340-26.7% | $4,167-6.0% | $4,232-7.5% |
| Admin fee / account holder | $31 | $154-79.6% | $6,795-99.5% | $114-72.5% |