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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,419 | $144,996-32.8% | $111,297-12.5% | $93,030+4.7% |
| Participation rate | 98.7% | 86.2%+12.6pp | 77.3%+21.4pp | 73.9%+24.8pp |
| Annual return | 16.80% | 18.26%-1.5pp | 54.65%-37.9pp | 158.70%-141.9pp |
| Employer contribution / active EE | $3,968 | $3,056+29.9% | $2,731+45.3% | $2,706+46.7% |
| Participant deferral / active EE | $5,008 | $5,587-10.4% | $4,487+11.6% | $4,562+9.8% |
| Admin fee / account holder | $30 | $103-71.4% | $7,964-99.6% | $152-80.5% |