Filed November 9, 2005 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$170,562 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,939 | $72,770+151.4% | $67,652+170.4% | $55,191+231.5% |
| Participation rate | 90.4% | 78.8%+11.6pp | 75.7%+14.7pp | 69.2%+21.2pp |
| Annual return | 0.97% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $6,984 | $1,769+294.7% | $2,266+208.3% | $1,899+267.8% |
| Participant deferral / active EE | $11,085 | $3,408+225.2% | $3,560+211.4% | $3,046+263.9% |
| Admin fee / account holder | -$60 | $79-175.7% | $4,821-101.2% | $91-165.7% |