Filed January 13, 2010 (most recent of 7 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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,924 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,945 | $134,045-17.2% | $80,019+38.6% | $75,289+47.4% |
| Participation rate | 99.4% | 85.8%+13.7pp | 75.8%+23.6pp | 72.4%+27.0pp |
| Annual return | -3.88% | -0.56%-3.3pp | 11.22%-15.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $5,187 | $3,492+48.5% | $2,468+110.2% | $2,405+115.7% |
| Participant deferral / active EE | $5,179 | $4,976+4.1% | $3,686+40.5% | $3,739+38.5% |
| Admin fee / account holder | $24 | $124-80.7% | $6,521-99.6% | $102-76.6% |