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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,531 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,178 | $80,753+220.9% | $136,294+90.2% | $62,292+316.1% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 19.85% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $5,142 | $2,884+78.3% | $4,695+9.5% | $2,042+151.8% |
| Participant deferral / active EE | $9,926 | $5,164+92.2% | $6,247+58.9% | $3,169+213.2% |
| Admin fee / account holder | -$12 | $525-102.3% | $9,243-100.1% | $479-102.5% |