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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,850 |
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 | $85,637 | $74,347+15.2% | $93,606-8.5% | $67,579+26.7% |
| Participation rate | 94.5% | 80.6%+13.9pp | 75.8%+18.6pp | 71.3%+23.2pp |
| Annual return | 21.06% | 28.07%-7.0pp | 32.76%-11.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $850 | $2,583-67.1% | $2,718-68.7% | $2,148-60.4% |
| Participant deferral / active EE | $4,019 | $4,060-1.0% | $4,069-1.2% | $3,539+13.6% |
| Admin fee / account holder | $64 | $123-47.7% | $7,888-99.2% | $142-54.9% |