Filed May 30, 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 37 · EIN 04-2647786 | Loan Processing | $29,674 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,838 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,139 | $42,353+11.3% | $79,550-40.7% | $64,808-27.3% |
| Participation rate | 82.8% | 64.8%+18.1pp | 69.5%+13.3pp | 71.5%+11.4pp |
| Annual return | -18.97% | -12.24%-6.7pp | 0.16%-19.1pp | 32.82%-51.8pp |
| Employer contribution / active EE | $486 | $1,181-58.9% | $2,413-79.9% | $2,506-80.6% |
| Participant deferral / active EE | $4,057 | $3,170+28.0% | $3,985+1.8% | $4,310-5.9% |
| Admin fee / account holder | $77 | $160-51.9% | $6,832-98.9% | $188-59.1% |