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 | $33,815 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,569 | $78,852-38.4% | $76,768-36.7% | $75,289-35.5% |
| Participation rate | 47.9% | 85.0%-37.1pp | 77.0%-29.1pp | 72.4%-24.5pp |
| Annual return | -7.34% | -1.29%-6.1pp | 2.43%-9.8pp | -0.04%-7.3pp |
| Employer contribution / active EE | $1,249 | $2,794-55.3% | $2,485-49.7% | $2,405-48.0% |
| Participant deferral / active EE | $2,825 | $4,800-41.1% | $3,852-26.7% | $3,739-24.4% |
| Admin fee / account holder | $36 | $79-55.0% | $6,675-99.5% | $102-65.2% |