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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,329 |
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 | $176,011 | $71,666+145.6% | $117,854+49.3% | $69,631+152.8% |
| Participation rate | 89.0% | 77.5%+11.5pp | 79.7%+9.4pp | 70.7%+18.3pp |
| Annual return | 64.04% | 18.86%+45.2pp | 335.08%-271.0pp | 27571.02%-27507.0pp |
| Employer contribution / active EE | $707 | $1,889-62.6% | $3,786-81.3% | $2,032-65.2% |
| Participant deferral / active EE | $4,235 | $3,340+26.8% | $4,482-5.5% | $3,224+31.4% |
| Admin fee / account holder | -$7 | $120-105.4% | $8,020-100.1% | $110-105.9% |