Filed February 12, 2009 (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.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,877 |
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 | $216,911 | $75,183+188.5% | $123,892+75.1% | $55,167+293.2% |
| Participation rate | 98.7% | 72.8%+25.9pp | 81.4%+17.3pp | 69.0%+29.7pp |
| Annual return | 20.96% | 19.01%+2.0pp | 47.52%-26.6pp | 169.23%-148.3pp |
| Employer contribution / active EE | $5,064 | $2,823+79.4% | $4,617+9.7% | $1,963+158.0% |
| Participant deferral / active EE | $10,050 | $5,084+97.7% | $5,984+67.9% | $3,054+229.1% |
| Admin fee / account holder | $71 | $663-89.2% | $8,357-99.1% | $504-85.9% |