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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $62,098 | $47,456+30.9% | $172,739-64.1% | $77,787-20.2% |
| Participation rate | 90.7% | 66.3%+24.4pp | 82.6%+8.0pp | 73.2%+17.5pp |
| Annual return | 25.41% | 35.57%-10.2pp | 802.84%-777.4pp | 32.57%-7.2pp |
| Employer contribution / active EE | $2,539 | $1,574+61.3% | $5,143-50.6% | $2,504+1.4% |
| Participant deferral / active EE | $3,857 | $2,560+50.7% | $5,198-25.8% | $3,967-2.8% |
| Admin fee / account holder | $4 | $81-94.7% | $13,954-100.0% | $100-95.7% |