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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,143 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,676 | $185,342-16.5% | $111,297+39.0% | $86,799+78.2% |
| Participation rate | 96.4% | 81.0%+15.5pp | 77.3%+19.1pp | 72.3%+24.2pp |
| Annual return | 15.29% | 500.80%-485.5pp | 54.65%-39.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $2,749 | $2,246+22.4% | $2,731+0.6% | $2,405+14.3% |
| Participant deferral / active EE | $8,626 | $4,458+93.5% | $4,487+92.2% | $4,131+108.8% |
| Admin fee / account holder | $21 | $255-91.7% | $7,964-99.7% | $170-87.5% |