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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,131 |
Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $41,250 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,270 |
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 | $220,954 | $65,118+239.3% | $76,768+187.8% | $55,725+296.5% |
| Participation rate | 89.9% | 79.6%+10.3pp | 77.0%+12.9pp | 70.9%+19.0pp |
| Annual return | -5.51% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $7,275 | $1,941+274.8% | $2,485+192.7% | $2,078+250.0% |
| Participant deferral / active EE | $11,684 | $3,688+216.8% | $3,852+203.3% | $3,356+248.2% |
| Admin fee / account holder | $86 | $116-25.4% | $6,675-98.7% | $115-25.0% |