Filed August 29, 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 4-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) | $5,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,387 | $91,372+23.0% | $129,995-13.5% | $74,419+51.0% |
| Participation rate | 96.8% | 77.8%+19.0pp | 78.5%+18.3pp | 70.7%+26.0pp |
| Annual return | 19.24% | 23.21%-4.0pp | -137.18%+156.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,742 | $2,563+7.0% | $4,320-36.5% | $2,637+4.0% |
| Participant deferral / active EE | $8,860 | $4,721+87.7% | $5,820+52.2% | $4,528+95.7% |
| Admin fee / account holder | $19 | $283-93.3% | $10,614-99.8% | $348-94.5% |