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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,868 |
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 | $172,188 | $91,746+87.7% | $146,665+17.4% | $93,030+85.1% |
| Participation rate | 83.1% | 80.9%+2.1pp | 80.1%+3.0pp | 73.9%+9.2pp |
| Annual return | 16.44% | 18.28%-1.8pp | 22.74%-6.3pp | 158.70%-142.3pp |
| Employer contribution / active EE | $917 | $2,815-67.4% | $4,136-77.8% | $2,706-66.1% |
| Participant deferral / active EE | $5,025 | $4,589+9.5% | $5,506-8.7% | $4,562+10.1% |
| Admin fee / account holder | $37 | $101-63.3% | $10,280-99.6% | $152-75.5% |