Filed October 7, 2010
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,333 |
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 | $42,766 | $45,382-5.8% | $154,107-72.2% | $75,289-43.2% |
| Participation rate | 83.4% | 65.9%+17.5pp | 83.0%+0.4pp | 72.4%+11.0pp |
| Annual return | -3.33% | -0.47%-2.9pp | 735.12%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $876 | $1,533-42.9% | $5,298-83.5% | $2,405-63.6% |
| Participant deferral / active EE | $3,476 | $2,384+45.8% | $5,081-31.6% | $3,739-7.0% |
| Admin fee / account holder | $62 | $89-30.9% | $13,411-99.5% | $102-39.7% |