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 | $29,211 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,641 |
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 | $46,307 | $57,921-20.1% | $84,750-45.4% | $57,658-19.7% |
| Participation rate | 75.5% | 72.9%+2.6pp | 76.6%-1.1pp | 70.2%+5.3pp |
| Annual return | 5.90% | 10.24%-4.3pp | 22.78%-16.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,719 | $2,598-33.8% | $3,574-51.9% | $1,974-12.9% |
| Participant deferral / active EE | $3,000 | $2,742+9.4% | $3,712-19.2% | $3,061-2.0% |
| Admin fee / account holder | $63 | $130-51.1% | $5,332-98.8% | $95-33.0% |