Filed April 17, 2007 (most recent of 4 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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,984 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,972 | $95,274+94.1% | $135,903+36.1% | $74,419+148.6% |
| Participation rate | 75.6% | 78.2%-2.6pp | 81.9%-6.3pp | 70.7%+4.9pp |
| Annual return | -49.23% | 32.77%-82.0pp | 68.23%-117.5pp | 34.38%-83.6pp |
| Employer contribution / active EE | $27,969 | $3,874+621.9% | $4,856+475.9% | $2,637+960.5% |
| Participant deferral / active EE | $25,880 | $7,782+232.6% | $7,758+233.6% | $4,528+471.5% |
| Admin fee / account holder | $184 | $266-31.0% | $10,762-98.3% | $348-47.2% |