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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$238 |
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 | $90,290 | $74,024+22.0% | $77,999+15.8% | $57,658+56.6% |
| Participation rate | 96.6% | 79.7%+16.8pp | 75.5%+21.0pp | 70.2%+26.3pp |
| Annual return | 11.89% | 12.14%-0.3pp | 425.96%-414.1pp | 5.13%+6.8pp |
| Employer contribution / active EE | $3,803 | $2,365+60.8% | $2,470+54.0% | $1,974+92.7% |
| Participant deferral / active EE | $8,055 | $3,533+128.0% | $3,497+130.4% | $3,061+163.2% |
| Admin fee / account holder | $28 | $93-70.4% | $5,480-99.5% | $95-70.9% |