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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$152,730 |
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 | $130,253 | $73,404+77.4% | $87,100+49.5% | $67,579+92.7% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.9%+19.9pp | 71.3%+25.5pp |
| Annual return | 22.88% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,478 | $2,014+23.1% | $2,521-1.7% | $2,148+15.4% |
| Participant deferral / active EE | $7,844 | $3,913+100.5% | $4,049+93.8% | $3,539+121.6% |
| Admin fee / account holder | $20 | $142-85.8% | $7,497-99.7% | $142-85.8% |