Filed June 24, 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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $18,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,201 | $89,769-66.4% | $76,768-60.7% | - |
| Participation rate | 77.8% | 75.1%+2.7pp | 77.0%+0.8pp | - |
| Annual return | -7.01% | -5.73%-1.3pp | 2.43%-9.4pp | - |
| Employer contribution / active EE | $876 | $1,505-41.8% | $2,485-64.8% | - |
| Participant deferral / active EE | $4,257 | $3,196+33.2% | $3,852+10.5% | - |
| Admin fee / account holder | $196 | $4,068-95.2% | $6,675-97.1% | - |