Filed July 15, 2008 (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 6-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 | $26,151 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,524 |
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 | $31,414 | $39,819-21.1% | $67,834-53.7% | $57,658-45.5% |
| Participation rate | 91.5% | 61.2%+30.3pp | 68.8%+22.7pp | 70.2%+21.3pp |
| Annual return | 8.91% | 9.19%-0.3pp | 138.47%-129.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,733 | $1,277+35.7% | $2,403-27.9% | $1,974-12.2% |
| Participant deferral / active EE | $3,415 | $2,209+54.6% | $3,160+8.1% | $3,061+11.6% |
| Admin fee / account holder | $39 | $84-52.8% | $4,622-99.1% | $95-58.2% |