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 | $63,482 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,407 |
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 | $35,405 | $44,059-19.6% | $71,671-50.6% | $69,631-49.2% |
| Participation rate | 92.0% | 60.8%+31.3pp | 68.7%+23.3pp | 70.7%+21.4pp |
| Annual return | 19.45% | 21.97%-2.5pp | 20.65%-1.2pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,927 | $1,305+47.7% | $2,460-21.7% | $2,032-5.2% |
| Participant deferral / active EE | $3,759 | $2,370+58.6% | $3,438+9.3% | $3,224+16.6% |
| Admin fee / account holder | $89 | $108-17.6% | $5,558-98.4% | $110-19.7% |