Filed January 6, 2006 (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 | $26,206 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,005 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,650 | $80,211-31.9% | $74,183-26.3% | $63,975-14.6% |
| Participation rate | 99.4% | 84.2%+15.2pp | 76.6%+22.7pp | 71.1%+28.2pp |
| Annual return | 21.67% | 14.13%+7.5pp | 17.74%+3.9pp | 48.65%-27.0pp |
| Employer contribution / active EE | $3,781 | $2,553+48.1% | $2,370+59.5% | $2,182+73.3% |
| Participant deferral / active EE | $4,143 | $4,370-5.2% | $3,550+16.7% | $3,356+23.4% |
| Admin fee / account holder | $19 | $67-71.1% | $5,586-99.7% | $70-72.5% |