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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,463 |
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 | $136,770 | $74,347+84.0% | $93,606+46.1% | $67,579+102.4% |
| Participation rate | 98.5% | 80.6%+17.8pp | 75.8%+22.6pp | 71.3%+27.2pp |
| Annual return | 25.89% | 28.07%-2.2pp | 32.76%-6.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $8,144 | $2,583+215.3% | $2,718+199.7% | $2,148+279.2% |
| Participant deferral / active EE | $8,852 | $4,060+118.0% | $4,069+117.6% | $3,539+150.1% |
| Admin fee / account holder | $5 | $123-95.6% | $7,888-99.9% | $142-96.2% |