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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,946 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,595 |
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 | $88,558 | $176,491-49.8% | $95,952-7.7% | $90,288-1.9% |
| Participation rate | 98.8% | 86.6%+12.3pp | 77.1%+21.8pp | 73.4%+25.5pp |
| Annual return | 20.62% | 20.14%+0.5pp | 91.61%-71.0pp | 53.97%-33.3pp |
| Employer contribution / active EE | $4,117 | $2,789+47.7% | $2,541+62.0% | $2,524+63.1% |
| Participant deferral / active EE | $5,104 | $5,340-4.4% | $4,167+22.5% | $4,232+20.6% |
| Admin fee / account holder | $27 | $154-82.3% | $6,795-99.6% | $114-76.1% |