Filed September 28, 2006 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,244 |
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 | $51,165 | $45,382+12.7% | $154,107-66.8% | $75,289-32.0% |
| Participation rate | 88.5% | 65.9%+22.6pp | 83.0%+5.5pp | 72.4%+16.1pp |
| Annual return | -4.76% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,218 | $1,533+44.7% | $5,298-58.1% | $2,405-7.8% |
| Participant deferral / active EE | $3,309 | $2,384+38.8% | $5,081-34.9% | $3,739-11.5% |
| Admin fee / account holder | $10 | $89-88.7% | $13,411-99.9% | $102-90.1% |