Filed January 18, 2011 (most recent of 3 filings on file)
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) | $167,857 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,801 | $88,581-24.6% | $74,183-10.0% | $65,292+2.3% |
| Participation rate | 80.7% | 86.2%-5.5pp | 76.6%+4.0pp | 72.4%+8.2pp |
| Annual return | 6.57% | 11.72%-5.2pp | 17.74%-11.2pp | 11.84%-5.3pp |
| Employer contribution / active EE | $2,341 | $3,021-22.5% | $2,370-1.2% | $2,302+1.7% |
| Participant deferral / active EE | $3,481 | $4,898-28.9% | $3,550-1.9% | $3,579-2.7% |
| Admin fee / account holder | $2 | $60-96.2% | $5,586-100.0% | $57-96.0% |