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 | $541,761 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,210 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,381 | $35,293-47.9% | $77,024-76.1% | $89,394-79.4% |
| Participation rate | 52.8% | 31.3%+21.4pp | 67.9%-15.1pp | 71.3%-18.5pp |
| Annual return | -15.75% | -5.92%-9.8pp | 42.32%-58.1pp | -11.89%-3.9pp |
| Employer contribution / active EE | $1,630 | $695+134.6% | $2,812-42.0% | $3,022-46.0% |
| Participant deferral / active EE | $5,032 | $1,764+185.2% | $4,426+13.7% | $5,123-1.8% |
| Admin fee / account holder | $39 | $105-62.7% | $5,425-99.3% | $79-50.7% |