Filed June 8, 2009 (most recent of 2 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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,663 |
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 | $122,506 | $107,378+14.1% | $108,579+12.8% | $57,658+112.5% |
| Participation rate | 85.6% | 77.1%+8.5pp | 79.6%+6.0pp | 70.2%+15.4pp |
| Annual return | 15.88% | 12.80%+3.1pp | -51.70%+67.6pp | 5.13%+10.7pp |
| Employer contribution / active EE | $674 | $1,782-62.1% | $3,758-82.1% | $1,974-65.8% |
| Participant deferral / active EE | $3,958 | $3,221+22.9% | $4,311-8.2% | $3,061+29.3% |
| Admin fee / account holder | -$46 | $108-142.3% | $7,645-100.6% | $95-148.6% |