Filed October 15, 2008
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 | $29,784 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,298 |
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 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 | $45,208 | $50,498-10.5% | $75,781-40.3% | $55,191-18.1% |
| Participation rate | 77.4% | 69.4%+8.0pp | 75.8%+1.6pp | 69.2%+8.2pp |
| Annual return | 11.88% | 1.80%+10.1pp | 9.68%+2.2pp | 10.78%+1.1pp |
| Employer contribution / active EE | $949 | $2,291-58.6% | $3,323-71.4% | $1,899-50.0% |
| Participant deferral / active EE | $2,820 | $2,589+8.9% | $3,651-22.8% | $3,046-7.4% |
| Admin fee / account holder | $65 | $123-46.8% | $5,299-98.8% | $91-27.9% |