Filed February 4, 2008 (most recent of 4 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,375,637 |
Service code 15 · EIN 04-2647786 | Recordkeeping | -$135,488 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,136 | $129,756+152.1% | $169,993+92.4% | $103,482+216.1% |
| Participation rate | 99.1% | 91.3%+7.8pp | 87.0%+12.1pp | 73.3%+25.8pp |
| Annual return | 20.19% | 20.17%0pp | 53.37%-33.2pp | 33.11%-12.9pp |
| Employer contribution / active EE | $13,616 | $5,236+160.0% | $6,785+100.7% | $3,208+324.5% |
| Participant deferral / active EE | $16,464 | $8,283+98.8% | $10,408+58.2% | $5,207+216.2% |
| Admin fee / account holder | $104 | $73+42.5% | $12,815-99.2% | $114-9.0% |