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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,380 |
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 | $58,195 | $56,443+3.1% | $83,848-30.6% | $55,725+4.4% |
| Participation rate | 75.3% | 72.0%+3.3pp | 76.1%-0.8pp | 70.9%+4.5pp |
| Annual return | -5.33% | 393.67%-399.0pp | 850.88%-856.2pp | 244.93%-250.3pp |
| Employer contribution / active EE | $817 | $2,682-69.5% | $3,631-77.5% | $2,078-60.7% |
| Participant deferral / active EE | $3,482 | $2,965+17.4% | $4,082-14.7% | $3,356+3.8% |
| Admin fee / account holder | $27 | $156-82.4% | $5,478-99.5% | $115-76.1% |