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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,901 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
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 | $86,803 | $78,419+10.7% | $133,956-35.2% | $73,409+18.2% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.8%+16.3pp | 72.2%+23.9pp |
| Annual return | 18.64% | 33.35%-14.7pp | 45.09%-26.4pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,532 | $2,044+23.9% | $3,919-35.4% | $2,234+13.4% |
| Participant deferral / active EE | $7,297 | $3,925+85.9% | $5,048+44.6% | $3,805+91.7% |
| Admin fee / account holder | $22 | $161-86.3% | $8,927-99.8% | $158-86.0% |