Filed August 8, 2012 (most recent of 2 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,118 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,670 | $72,770+50.7% | $67,652+62.1% | $55,191+98.7% |
| Participation rate | 99.3% | 78.8%+20.6pp | 75.7%+23.7pp | 69.2%+30.2pp |
| Annual return | -1.04% | -3.26%+2.2pp | 6625.04%-6626.1pp | 10.78%-11.8pp |
| Employer contribution / active EE | $13,570 | $1,769+667.0% | $2,266+499.0% | $1,899+614.7% |
| Participant deferral / active EE | $11,763 | $3,408+245.1% | $3,560+230.4% | $3,046+286.1% |
| Admin fee / account holder | $53 | $79-32.6% | $4,821-98.9% | $91-41.5% |