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 | $58,660 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,154 |
ALIGHT SOLUTIONS LLC1 year Service code 14 · EIN 82-1061233 | Plan Administrator | $6,843 |
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 | $73,631 | $52,293+40.8% | $178,490-58.7% | $73,409+0.3% |
| Participation rate | 92.9% | 65.3%+27.6pp | 81.9%+11.0pp | 72.2%+20.8pp |
| Annual return | 19.52% | 34.75%-15.2pp | 151.07%-131.5pp | 59.29%-39.8pp |
| Employer contribution / active EE | $2,486 | $1,735+43.3% | $5,011-50.4% | $2,234+11.3% |
| Participant deferral / active EE | $6,686 | $2,332+186.7% | $5,202+28.5% | $3,805+75.7% |
| Admin fee / account holder | $95 | $127-25.3% | $13,984-99.3% | $158-39.7% |