Filed March 29, 2011
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,290 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,970 |
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 | $65,047 | $107,378-39.4% | $108,579-40.1% | $57,658+12.8% |
| Participation rate | 93.8% | 77.1%+16.7pp | 79.6%+14.3pp | 70.2%+23.6pp |
| Annual return | 8.52% | 12.80%-4.3pp | -51.70%+60.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $595 | $1,782-66.6% | $3,758-84.2% | $1,974-69.8% |
| Participant deferral / active EE | $5,730 | $3,221+77.9% | $4,311+32.9% | $3,061+87.2% |
| Admin fee / account holder | $26 | $108-76.0% | $7,645-99.7% | $95-72.4% |