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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,754 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
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 | $77,317 | $100,921-23.4% | $82,313-6.1% | $177,276-56.4% |
| Participation rate | 79.5% | 86.9%-7.4pp | 76.9%+2.6pp | 74.8%+4.7pp |
| Annual return | 20.16% | 20.33%-0.2pp | 25.88%-5.7pp | 21.25%-1.1pp |
| Employer contribution / active EE | $2,384 | $3,145-24.2% | $2,428-1.8% | $2,479-3.8% |
| Participant deferral / active EE | $3,518 | $5,192-32.2% | $3,706-5.1% | $3,881-9.3% |
| Admin fee / account holder | $28 | $64-56.7% | $5,608-99.5% | $154-82.0% |