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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,439 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,189 | $50,106+153.8% | $70,014+81.7% | $57,658+120.6% |
| Participation rate | 78.4% | 70.9%+7.5pp | 71.8%+6.6pp | 70.2%+8.1pp |
| Annual return | 8.51% | 14.58%-6.1pp | 12.99%-4.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $5,151 | $1,739+196.2% | $2,338+120.3% | $1,974+161.0% |
| Participant deferral / active EE | $5,502 | $2,486+121.3% | $2,931+87.7% | $3,061+79.8% |
| Admin fee / account holder | $25 | $89-71.6% | $4,380-99.4% | $95-73.2% |