Filed January 6, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,555 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,407 | $71,142+1.8% | $119,609-39.5% | $64,808+11.7% |
| Participation rate | 81.0% | 78.6%+2.4pp | 79.3%+1.8pp | 71.5%+9.6pp |
| Annual return | -14.44% | -10.01%-4.4pp | -14.97%+0.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,245 | $2,497-50.1% | $4,232-70.6% | $2,506-50.3% |
| Participant deferral / active EE | $5,236 | $4,490+16.6% | $5,602-6.5% | $4,310+21.5% |
| Admin fee / account holder | $185 | $162+14.0% | $10,323-98.2% | $188-1.6% |