Filed October 29, 2008 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $384,339 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,430 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,044 | $52,346+18.5% | $143,757-56.8% | $78,044-20.5% |
| Participation rate | 96.9% | 72.7%+24.2pp | 80.3%+16.6pp | 74.4%+22.5pp |
| Annual return | -15.49% | -14.19%-1.3pp | -0.04%-15.4pp | 10.87%-26.4pp |
| Employer contribution / active EE | $1,759 | $2,131-17.5% | $4,951-64.5% | $3,125-43.7% |
| Participant deferral / active EE | $5,338 | $3,800+40.5% | $5,637-5.3% | $5,084+5.0% |
| Admin fee / account holder | $70 | $63+9.5% | $14,673-99.5% | $79-12.0% |