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 | $58,530 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,228 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $494,593 | $69,823+608.4% | $77,163+541.0% | $74,419+564.6% |
| Participation rate | 94.0% | 70.0%+24.0pp | 69.6%+24.4pp | 70.7%+23.3pp |
| Annual return | 11.35% | 19.98%-8.6pp | 37.87%-26.5pp | 34.38%-23.0pp |
| Employer contribution / active EE | $24,116 | $2,150+1021.7% | $2,535+851.4% | $2,637+814.4% |
| Participant deferral / active EE | $11,790 | $3,558+231.4% | $3,833+207.6% | $4,528+160.4% |
| Admin fee / account holder | $118 | $398-70.4% | $5,472-97.9% | $348-66.2% |