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 | $25,543 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,474 |
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 | $39,350 | $66,601-40.9% | $92,893-57.6% | $67,579-41.8% |
| Participation rate | 95.2% | 72.5%+22.7pp | 76.0%+19.1pp | 71.3%+23.9pp |
| Annual return | 21.63% | 92.58%-70.9pp | 109.41%-87.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $579 | $2,775-79.2% | $3,653-84.2% | $2,148-73.1% |
| Participant deferral / active EE | $3,202 | $3,157+1.4% | $4,236-24.4% | $3,539-9.5% |
| Admin fee / account holder | $40 | $199-79.6% | $5,794-99.3% | $142-71.6% |