Filed June 14, 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 60 · EIN 04-2647786 | Sub-TA Fees | $42,834 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,152 |
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 | $60,974 | $37,196+63.9% | $154,107-60.4% | $55,725+9.4% |
| Participation rate | 58.1% | 64.1%-6.0pp | 83.0%-24.9pp | 70.9%-12.7pp |
| Annual return | -3.82% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,942 | $1,614+82.2% | $5,298-44.5% | $2,078+41.5% |
| Participant deferral / active EE | $5,353 | $2,068+158.8% | $5,081+5.4% | $3,356+59.5% |
| Admin fee / account holder | $76 | $102-25.6% | $13,411-99.4% | $115-34.4% |