Filed July 23, 2009
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,044 |
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 | $165,967 | $65,592+153.0% | $90,160+84.1% | $69,631+138.4% |
| Participation rate | 98.5% | 77.6%+20.9pp | 76.9%+21.6pp | 70.7%+27.8pp |
| Annual return | 18.59% | 57.10%-38.5pp | 34.88%-16.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $6,155 | $2,193+180.7% | $3,318+85.5% | $2,032+202.9% |
| Participant deferral / active EE | $8,130 | $5,257+54.7% | $5,288+53.8% | $3,224+152.2% |
| Admin fee / account holder | -$67 | $86-178.2% | $5,943-101.1% | $110-160.7% |