Filed January 6, 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,994 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,750 | $56,629+159.1% | $77,999+88.1% | $55,167+166.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 1.78% | 2866.98%-2865.2pp | 425.96%-424.2pp | 169.23%-167.4pp |
| Employer contribution / active EE | $4,073 | $1,723+136.4% | $2,470+64.9% | $1,963+107.5% |
| Participant deferral / active EE | $6,651 | $2,777+139.5% | $3,497+90.2% | $3,054+117.8% |
| Admin fee / account holder | $139 | $467-70.3% | $5,480-97.5% | $504-72.5% |