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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,213 |
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 | $61,796 | $69,305-10.8% | $82,313-24.9% | $69,631-11.3% |
| Participation rate | 81.7% | 80.3%+1.4pp | 76.9%+4.8pp | 70.7%+11.0pp |
| Annual return | 18.46% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,481 | $1,887+31.5% | $2,428+2.2% | $2,032+22.1% |
| Participant deferral / active EE | $4,724 | $3,568+32.4% | $3,706+27.5% | $3,224+46.5% |
| Admin fee / account holder | $63 | $97-34.7% | $5,608-98.9% | $110-42.5% |