Filed July 10, 2007
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,225 |
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 | $57,097 | $221,442-74.2% | $92,233-38.1% | $77,958-26.8% |
| Participation rate | 93.0% | 79.6%+13.4pp | 76.5%+16.5pp | 71.6%+21.3pp |
| Annual return | 23.87% | 15.65%+8.2pp | 176.28%-152.4pp | 20.87%+3.0pp |
| Employer contribution / active EE | $1,607 | $3,226-50.2% | $3,679-56.3% | $2,310-30.4% |
| Participant deferral / active EE | $5,517 | $2,779+98.5% | $3,897+41.6% | $3,537+56.0% |
| Admin fee / account holder | $19 | $210-91.0% | $5,194-99.6% | $97-80.6% |