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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $300,027 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115,900 |
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 | $150,913 | $105,190+43.5% | $98,907+52.6% | $90,288+67.1% |
| Participation rate | 99.7% | 86.4%+13.4pp | 76.0%+23.7pp | 73.4%+26.4pp |
| Annual return | 16.16% | 18.52%-2.4pp | 196.43%-180.3pp | 53.97%-37.8pp |
| Employer contribution / active EE | $6,693 | $3,831+74.7% | $2,689+148.9% | $2,524+165.2% |
| Participant deferral / active EE | $7,382 | $5,616+31.4% | $4,244+73.9% | $4,232+74.4% |
| Admin fee / account holder | $128 | $97+31.8% | $6,642-98.1% | $114+12.4% |