Filed April 19, 2008
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,968 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,470 | $80,211-35.8% | $74,183-30.6% | $63,975-19.5% |
| Participation rate | 44.1% | 84.2%-40.1pp | 76.6%-32.5pp | 71.1%-27.0pp |
| Annual return | 8.24% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $1,160 | $2,553-54.6% | $2,370-51.0% | $2,182-46.8% |
| Participant deferral / active EE | $2,632 | $4,370-39.8% | $3,550-25.8% | $3,356-21.6% |
| Admin fee / account holder | $24 | $67-64.5% | $5,586-99.6% | $70-66.1% |