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 LLC5+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $16,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,909 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,874 | $72,492-64.3% | $87,100-70.3% | $72,985-64.5% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 17.57% | 24.46%-6.9pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $115 | $1,894-93.9% | $2,521-95.4% | $2,440-95.3% |
| Participant deferral / active EE | $2,895 | $3,270-11.4% | $4,049-28.5% | $3,607-19.7% |
| Admin fee / account holder | $170 | $5,055-96.6% | $7,497-97.7% | $5,124-96.7% |