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 | $68,229 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,787 |
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 | $84,495 | $56,485+49.6% | $185,823-54.5% | $86,799-2.7% |
| Participation rate | 98.5% | 65.5%+33.0pp | 81.7%+16.8pp | 72.3%+26.2pp |
| Annual return | 15.38% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $5,291 | $1,843+187.1% | $5,167+2.4% | $2,405+120.0% |
| Participant deferral / active EE | $8,625 | $2,553+237.8% | $5,568+54.9% | $4,131+108.8% |
| Admin fee / account holder | $99 | $150-33.9% | $16,237-99.4% | $170-41.7% |