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 | $27,269 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,297 | $65,561-3.5% | $86,188-26.6% | $75,163-15.8% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 12.73% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $8,926 | $1,553+474.9% | $2,380+275.0% | $2,670+234.3% |
| Participant deferral / active EE | $71,980 | $3,024+2280.5% | $3,985+1706.1% | $4,125+1644.9% |
| Admin fee / account holder | $135 | $5,474-97.5% | $6,852-98.0% | $5,651-97.6% |