Filed January 31, 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) | $11,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,781 |
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 | $84,647 | $62,324+35.8% | $68,509+23.6% | $55,191+53.4% |
| Participation rate | 94.4% | 78.9%+15.5pp | 74.7%+19.6pp | 69.2%+25.2pp |
| Annual return | 2.19% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,050 | $2,223+37.2% | $2,278+33.9% | $1,899+60.6% |
| Participant deferral / active EE | $7,286 | $3,425+112.7% | $3,382+115.4% | $3,046+139.2% |
| Admin fee / account holder | $29 | $91-68.6% | $5,275-99.5% | $91-68.4% |