Filed February 27, 2009
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 16 · EIN 20-8764829 | Consulting | $105,656 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$95,935 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,721 | $95,388+40.2% | $125,339+6.7% | $77,904+71.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 82.4%+8.2pp | 73.7%+16.9pp |
| Annual return | -20.71% | 116.19%-136.9pp | 572.05%-592.8pp | 12.21%-32.9pp |
| Employer contribution / active EE | $4,846 | $3,666+32.2% | $4,814+0.7% | $2,848+70.2% |
| Participant deferral / active EE | $16,284 | $7,711+111.2% | $7,446+118.7% | $4,806+238.8% |
| Admin fee / account holder | $16 | $119-86.9% | $10,010-99.8% | $133-88.2% |