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 | $65,792 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,984 |
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 | $86,353 | $47,126+83.2% | $149,673-42.3% | $74,419+16.0% |
| Participation rate | 94.6% | 63.4%+31.2pp | 78.8%+15.8pp | 70.7%+23.8pp |
| Annual return | 17.85% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,649 | $1,905+144.0% | $4,818-3.5% | $2,637+76.3% |
| Participant deferral / active EE | $7,961 | $2,728+191.8% | $5,680+40.2% | $4,528+75.8% |
| Admin fee / account holder | $95 | $343-72.4% | $13,210-99.3% | $348-72.8% |