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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,363 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,328 | $85,135+6.1% | $98,907-8.7% | $73,409+23.0% |
| Participation rate | 93.5% | 81.1%+12.3pp | 76.0%+17.4pp | 72.2%+21.3pp |
| Annual return | 14.17% | 19.14%-5.0pp | 196.43%-182.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $639 | $2,721-76.5% | $2,689-76.2% | $2,234-71.4% |
| Participant deferral / active EE | $4,044 | $4,349-7.0% | $4,244-4.7% | $3,805+6.3% |
| Admin fee / account holder | $27 | $139-80.3% | $6,642-99.6% | $158-82.6% |