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 | $70,920 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,349 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,320 | $46,292+56.2% | $143,757-49.7% | $64,808+11.6% |
| Participation rate | 98.2% | 64.2%+34.0pp | 80.3%+17.9pp | 71.5%+26.7pp |
| Annual return | -17.48% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $4,863 | $1,910+154.7% | $4,951-1.8% | $2,506+94.1% |
| Participant deferral / active EE | $8,307 | $2,646+214.0% | $5,637+47.4% | $4,310+92.7% |
| Admin fee / account holder | $100 | $154-35.0% | $14,673-99.3% | $188-46.8% |