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 | $13,603 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,652 |
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 | $61,187 | $60,545+1.1% | $92,233-33.7% | $69,631-12.1% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.5%-1.0pp | 70.7%+4.8pp |
| Annual return | 19.26% | 19.71%-0.4pp | 176.28%-157.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,710 | $2,633-35.1% | $3,679-53.5% | $2,032-15.9% |
| Participant deferral / active EE | $3,215 | $2,828+13.7% | $3,897-17.5% | $3,224-0.3% |
| Admin fee / account holder | $45 | $145-69.1% | $5,194-99.1% | $110-59.4% |