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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$171,879 |
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 | $152,210 | $79,519+91.4% | $95,952+58.6% | $73,409+107.3% |
| Participation rate | 97.5% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 22.66% | 19.20%+3.5pp | 91.61%-69.0pp | 59.29%-36.6pp |
| Employer contribution / active EE | $2,710 | $2,048+32.4% | $2,541+6.7% | $2,234+21.3% |
| Participant deferral / active EE | $8,643 | $4,138+108.9% | $4,167+107.4% | $3,805+127.1% |
| Admin fee / account holder | $15 | $184-91.6% | $6,795-99.8% | $158-90.2% |