Filed March 31, 2008 (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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $475,606 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $429,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,068 | $106,222+119.4% | $379,746-38.6% | $106,222+119.4% |
| Participation rate | 94.9% | 70.8%+24.1pp | 78.4%+16.5pp | 70.8%+24.1pp |
| Annual return | 17.37% | 21.69%-4.3pp | 34.90%-17.5pp | 21.69%-4.3pp |
| Employer contribution / active EE | $6,501 | $2,723+138.7% | $3,540+83.7% | $2,723+138.7% |
| Participant deferral / active EE | $10,404 | $4,600+126.2% | $6,024+72.7% | $4,600+126.2% |
| Admin fee / account holder | $87 | $78+11.0% | $7,927-98.9% | $78+11.0% |