Filed May 4, 2010 (most recent of 3 filings on file)
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 5-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 | $66,428 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,014 | $67,512-54.1% | $185,823-83.3% | $93,030-66.7% |
| Participation rate | 37.9% | 67.1%-29.3pp | 81.7%-43.8pp | 73.9%-36.0pp |
| Annual return | 41.27% | 21.04%+20.2pp | 122.05%-80.8pp | 158.70%-117.4pp |
| Employer contribution / active EE | $3 | $1,783-99.8% | $5,167-99.9% | $2,706-99.9% |
| Participant deferral / active EE | $3,646 | $3,035+20.1% | $5,568-34.5% | $4,562-20.1% |
| Admin fee / account holder | $74 | $318-76.6% | $16,237-99.5% | $152-50.9% |