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 | $397,448 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,001 |
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 | $68,843 | $59,339+16.0% | $149,673-54.0% | $103,482-33.5% |
| Participation rate | 96.8% | 70.2%+26.6pp | 78.8%+18.0pp | 73.3%+23.5pp |
| Annual return | 19.48% | 77.78%-58.3pp | 134.42%-114.9pp | 33.11%-13.6pp |
| Employer contribution / active EE | $2,661 | $2,178+22.2% | $4,818-44.8% | $3,208-17.0% |
| Participant deferral / active EE | $5,574 | $3,716+50.0% | $5,680-1.9% | $5,207+7.0% |
| Admin fee / account holder | $68 | $103-33.9% | $13,210-99.5% | $114-40.3% |