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 | $598,341 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,843 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $24,839 | $36,953-32.8% | $80,569-69.2% | $96,393-74.2% |
| Participation rate | 52.6% | 33.6%+19.0pp | 67.0%-14.4pp | 71.3%-18.7pp |
| Annual return | 30.27% | 36.74%-6.5pp | 935.43%-905.2pp | 22.88%+7.4pp |
| Employer contribution / active EE | $1,459 | $774+88.6% | $2,723-46.4% | $3,238-54.9% |
| Participant deferral / active EE | $4,184 | $1,941+115.5% | $4,447-5.9% | $5,455-23.3% |
| Admin fee / account holder | $44 | $115-62.1% | $5,377-99.2% | $74-41.1% |