Filed October 10, 2006
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 | $78,515 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,326 | $31,994+191.7% | $74,583+25.1% | $65,292+42.9% |
| Participation rate | 1.5% | 38.6%-37.2pp | 68.1%-66.6pp | 72.4%-71.0pp |
| Annual return | 8.55% | 18.54%-10.0pp | 20.47%-11.9pp | 11.84%-3.3pp |
| Employer contribution / active EE | $340 | $793-57.2% | $2,525-86.6% | $2,302-85.2% |
| Participant deferral / active EE | $1,936 | $1,345+43.9% | $3,458-44.0% | $3,579-45.9% |
| Admin fee / account holder | $73 | $74-1.5% | $4,138-98.2% | $57+27.3% |