Filed August 31, 2008 (most recent of 3 filings on file)
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 | $39,578 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRO Service code 27 · EIN 58-1989031 | Advisory (Plan) | $16,646 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,717 | $88,083+14.3% | $164,813-38.9% | $74,495+35.2% |
| Participation rate | 80.4% | 73.0%+7.4pp | 78.6%+1.8pp | 67.2%+13.2pp |
| Annual return | 13.74% | 17.26%-3.5pp | 69.93%-56.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,418 | $2,593+31.8% | $4,341-21.3% | $2,623+30.3% |
| Participant deferral / active EE | $7,023 | $4,498+56.1% | $6,031+16.4% | $4,346+61.6% |
| Admin fee / account holder | $166 | $2,234-92.6% | $12,690-98.7% | $1,942-91.5% |