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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,652 |
Form 5500 reported that benefits due were not provided when due.
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 | $74,154 | $105,247-29.5% | $87,100-14.9% | $77,787-4.7% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.8pp | 73.2%+25.5pp |
| Annual return | 23.95% | 24.52%-0.6pp | 28.19%-4.2pp | 32.57%-8.6pp |
| Employer contribution / active EE | $3,766 | $2,895+30.1% | $2,521+49.4% | $2,504+50.4% |
| Participant deferral / active EE | $4,756 | $5,060-6.0% | $4,049+17.5% | $3,967+19.9% |
| Admin fee / account holder | $34 | $104-67.2% | $7,497-99.5% | $100-65.7% |