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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $140,780 | $73,125+92.5% | $125,175+12.5% | $77,787+81.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 79.8%+7.7pp | 73.2%+14.3pp |
| Annual return | 39.51% | 24.71%+14.8pp | 43.79%-4.3pp | 32.57%+6.9pp |
| Employer contribution / active EE | $673 | $2,413-72.1% | $3,865-82.6% | $2,504-73.1% |
| Participant deferral / active EE | $4,089 | $3,966+3.1% | $4,937-17.2% | $3,967+3.1% |
| Admin fee / account holder | $29 | $89-67.0% | $9,702-99.7% | $100-70.5% |