Filed December 5, 2013
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 | $363,652 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $186,549 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,818 | $159,391-6.0% | $102,438+46.3% | $99,061+51.2% |
| Participation rate | 97.8% | 88.6%+9.2pp | 76.5%+21.3pp | 71.6%+26.2pp |
| Annual return | 15.24% | 19.03%-3.8pp | 29.37%-14.1pp | 17.66%-2.4pp |
| Employer contribution / active EE | $6,448 | $4,207+53.3% | $3,024+113.2% | $3,261+97.7% |
| Participant deferral / active EE | $8,644 | $7,498+15.3% | $5,054+71.0% | $5,331+62.1% |
| Admin fee / account holder | $83 | $159-48.0% | $9,448-99.1% | $109-24.0% |