Filed July 21, 2008
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) | $21,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,207 |
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 | $187,403 | $69,159+171.0% | $125,175+49.7% | $67,579+177.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 22.92% | 27.12%-4.2pp | 43.79%-20.9pp | 378.56%-355.6pp |
| Employer contribution / active EE | $5,764 | $2,023+184.9% | $3,865+49.1% | $2,148+168.4% |
| Participant deferral / active EE | $7,891 | $3,700+113.3% | $4,937+59.8% | $3,539+123.0% |
| Admin fee / account holder | $46 | $142-67.2% | $9,702-99.5% | $142-67.3% |