Filed February 12, 2010
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 | $108,134 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,542 | $76,173+76.6% | $81,382+65.3% | $199,593-32.6% |
| Participation rate | 87.6% | 76.3%+11.4pp | 69.5%+18.2pp | 72.0%+15.7pp |
| Annual return | 15.16% | 15.59%-0.4pp | 24.73%-9.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $5,597 | $2,792+100.5% | $2,463+127.3% | $3,034+84.5% |
| Participant deferral / active EE | $6,639 | $4,201+58.0% | $3,883+71.0% | $5,087+30.5% |
| Admin fee / account holder | $119 | $146-18.2% | $5,768-97.9% | $269-55.6% |