Filed March 30, 2007 (most recent of 5 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 | $259,579 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,558 |
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 | $50,636 | $53,199-4.8% | $155,567-67.5% | $199,768-74.7% |
| Participation rate | 79.5% | 64.1%+15.4pp | 78.2%+1.3pp | 72.0%+7.5pp |
| Annual return | 14.03% | 41.17%-27.1pp | 64.74%-50.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $833 | $1,852-55.1% | $4,674-82.2% | $3,037-72.6% |
| Participant deferral / active EE | $3,704 | $3,163+17.1% | $5,628-34.2% | $5,090-27.2% |
| Admin fee / account holder | $66 | $186-64.5% | $15,916-99.6% | $269-75.5% |