Filed June 10, 2008 (most recent of 2 filings on file)
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,778 |
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 | $106,844 | $65,118+64.1% | $76,768+39.2% | $55,725+91.7% |
| Participation rate | 96.8% | 79.6%+17.1pp | 77.0%+19.8pp | 70.9%+25.9pp |
| Annual return | -3.93% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,541 | $1,941+30.9% | $2,485+2.3% | $2,078+22.3% |
| Participant deferral / active EE | $7,945 | $3,688+115.4% | $3,852+106.3% | $3,356+136.8% |
| Admin fee / account holder | $16 | $116-86.2% | $6,675-99.8% | $115-86.1% |