Filed April 11, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,588 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,036 | $75,284+1.0% | $91,001-16.4% | $69,631+9.2% |
| Participation rate | 94.8% | 80.4%+14.4pp | 75.6%+19.2pp | 70.7%+24.1pp |
| Annual return | 16.57% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $727 | $2,473-70.6% | $2,456-70.4% | $2,032-64.2% |
| Participant deferral / active EE | $3,789 | $3,700+2.4% | $3,547+6.8% | $3,224+17.5% |
| Admin fee / account holder | $51 | $111-54.2% | $5,417-99.1% | $110-54.1% |