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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,700 |
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 | $165,494 | $82,783+99.9% | $133,956+23.5% | $90,288+83.3% |
| Participation rate | 85.5% | 81.3%+4.2pp | 79.8%+5.7pp | 73.4%+12.2pp |
| Annual return | 27.06% | 21.89%+5.2pp | 45.09%-18.0pp | 53.97%-26.9pp |
| Employer contribution / active EE | $768 | $2,388-67.8% | $3,919-80.4% | $2,524-69.6% |
| Participant deferral / active EE | $4,701 | $4,291+9.6% | $5,048-6.9% | $4,232+11.1% |
| Admin fee / account holder | $15 | $93-83.7% | $8,927-99.8% | $114-86.8% |