Filed January 1, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,750 |
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 | $64,659 | $63,905+1.2% | $74,183-12.8% | $57,658+12.1% |
| Participation rate | 76.2% | 79.8%-3.5pp | 76.6%-0.4pp | 70.2%+6.0pp |
| Annual return | 6.53% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,122 | $1,840+15.3% | $2,370-10.5% | $1,974+7.5% |
| Participant deferral / active EE | $5,444 | $3,448+57.9% | $3,550+53.4% | $3,061+77.9% |
| Admin fee / account holder | $76 | $91-16.3% | $5,586-98.6% | $95-19.3% |