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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$885,558 |
Form 5500 reported that benefits due were not provided when due.
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 | $316,478 | $110,699+185.9% | $177,821+78.0% | $90,288+250.5% |
| Participation rate | 98.4% | 88.3%+10.1pp | 87.7%+10.7pp | 73.4%+25.1pp |
| Annual return | 21.86% | 22.79%-0.9pp | 48.32%-26.5pp | 53.97%-32.1pp |
| Employer contribution / active EE | $5,949 | $4,118+44.4% | $5,918+0.5% | $2,524+135.7% |
| Participant deferral / active EE | $10,178 | $6,731+51.2% | $7,714+31.9% | $4,232+140.5% |
| Admin fee / account holder | -$37 | $90-140.8% | $12,427-100.3% | $114-132.2% |