Filed February 23, 2010 (most recent of 2 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 | $69,853 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,354 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $533,724 | $50,199+963.2% | $70,092+661.5% | $66,914+697.6% |
| Participation rate | 92.7% | 66.3%+26.4pp | 70.5%+22.2pp | 69.8%+22.9pp |
| Annual return | -7.97% | -13.85%+5.9pp | 190.73%-198.7pp | 1.58%-9.5pp |
| Employer contribution / active EE | $16,993 | $1,864+811.6% | $2,559+564.1% | $2,544+567.9% |
| Participant deferral / active EE | $10,322 | $3,112+231.7% | $3,849+168.2% | $4,237+143.6% |
| Admin fee / account holder | $144 | $600-76.0% | $6,267-97.7% | $593-75.7% |