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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,917 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $114,439 | $84,993+34.6% | $129,995-12.0% | $80,160+42.8% |
| Participation rate | 96.8% | 79.5%+17.3pp | 78.5%+18.3pp | 72.9%+23.9pp |
| Annual return | 20.76% | 23.76%-3.0pp | -137.18%+157.9pp | 40.38%-19.6pp |
| Employer contribution / active EE | $927 | $3,051-69.6% | $4,320-78.5% | $2,978-68.9% |
| Participant deferral / active EE | $6,002 | $4,984+20.4% | $5,820+3.1% | $5,017+19.6% |
| Admin fee / account holder | $47 | $391-87.8% | $10,614-99.6% | $145-67.2% |