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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,044 |
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 | $73,854 | $65,223+13.2% | $80,019-7.7% | $55,725+32.5% |
| Participation rate | 96.1% | 80.6%+15.5pp | 75.8%+20.3pp | 70.9%+25.2pp |
| Annual return | -3.27% | 7.59%-10.9pp | 11.22%-14.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $860 | $2,544-66.2% | $2,468-65.1% | $2,078-58.6% |
| Participant deferral / active EE | $4,005 | $3,881+3.2% | $3,686+8.7% | $3,356+19.3% |
| Admin fee / account holder | $60 | $114-47.9% | $6,521-99.1% | $115-48.3% |