Filed January 28, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$443,498 |
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 | $247,073 | $89,274+176.8% | $149,718+65.0% | $77,958+216.9% |
| Participation rate | 98.2% | 87.6%+10.6pp | 87.1%+11.1pp | 71.6%+26.5pp |
| Annual return | 18.10% | 20.36%-2.3pp | 1501.63%-1483.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $5,272 | $3,727+41.5% | $5,445-3.2% | $2,310+128.2% |
| Participant deferral / active EE | $8,960 | $5,382+66.5% | $6,569+36.4% | $3,537+153.4% |
| Admin fee / account holder | $35 | $240-85.3% | $11,283-99.7% | $97-63.7% |