Filed June 30, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $634,509 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,684 | $104,165-82.1% | $96,139-80.6% | $106,520-82.5% |
| Participation rate | 50.1% | 31.3%+18.9pp | 68.4%-18.3pp | 71.3%-21.2pp |
| Annual return | 236.06% | 25.28%+210.8pp | 191.94%+44.1pp | 19.28%+216.8pp |
| Employer contribution / active EE | $1,097 | $599+83.0% | $2,797-60.8% | $2,840-61.4% |
| Participant deferral / active EE | $2,635 | $1,572+67.6% | $4,349-39.4% | $4,948-46.7% |
| Admin fee / account holder | $45 | $98-53.6% | $5,537-99.2% | $75-39.0% |