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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,473 | $93,131+11.1% | $106,548-2.9% | $86,799+19.2% |
| Participation rate | 93.0% | 81.4%+11.5pp | 76.1%+16.8pp | 72.3%+20.7pp |
| Annual return | 15.05% | 19.45%-4.4pp | 26.80%-11.7pp | 97.91%-82.9pp |
| Employer contribution / active EE | $420 | $2,895-85.5% | $2,819-85.1% | $2,405-82.5% |
| Participant deferral / active EE | $3,996 | $4,708-15.1% | $4,398-9.1% | $4,131-3.3% |
| Admin fee / account holder | $22 | $145-84.9% | $7,407-99.7% | $170-87.1% |