Filed February 26, 2008 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $755,099 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,251 |
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 | $86,935 | $40,592+114.2% | $86,188+0.9% | $103,482-16.0% |
| Participation rate | 89.2% | 58.1%+31.0pp | 69.0%+20.2pp | 73.3%+15.9pp |
| Annual return | 22.16% | 18.32%+3.8pp | 1168.45%-1146.3pp | 33.11%-10.9pp |
| Employer contribution / active EE | $2,748 | $974+182.1% | $2,380+15.5% | $3,208-14.3% |
| Participant deferral / active EE | $5,144 | $2,072+148.2% | $3,985+29.1% | $5,207-1.2% |
| Admin fee / account holder | $53 | $85-37.6% | $6,852-99.2% | $114-53.7% |