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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,450 |
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 | $108,360 | $65,223+66.1% | $80,019+35.4% | $55,725+94.5% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.1pp | 70.9%+27.0pp |
| Annual return | -5.42% | 7.59%-13.0pp | 11.22%-16.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $8,727 | $2,544+243.1% | $2,468+253.6% | $2,078+320.0% |
| Participant deferral / active EE | $8,093 | $3,881+108.6% | $3,686+119.6% | $3,356+141.2% |
| Admin fee / account holder | $37 | $114-67.9% | $6,521-99.4% | $115-68.2% |