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 LLC6+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $14,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,405 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,587 | $78,422-69.9% | $95,952-75.4% | $79,858-70.5% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 14.66% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,067 | $1,945-45.1% | $2,541-58.0% | $2,471-56.8% |
| Participant deferral / active EE | $5,092 | $3,440+48.0% | $4,167+22.2% | $3,740+36.2% |
| Admin fee / account holder | $136 | $5,622-97.6% | $6,795-98.0% | $5,306-97.4% |