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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,456 |
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 | $150,242 | $62,543+140.2% | $83,333+80.3% | $55,725+169.6% |
| Participation rate | 99.4% | 78.4%+21.1pp | 77.8%+21.7pp | 70.9%+28.6pp |
| Annual return | -5.45% | 14.85%-20.3pp | 10.63%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $6,291 | $2,427+159.2% | $3,379+86.2% | $2,078+202.7% |
| Participant deferral / active EE | $8,380 | $5,682+47.5% | $5,565+50.6% | $3,356+149.7% |
| Admin fee / account holder | -$48 | $103-146.8% | $7,510-100.6% | $115-141.9% |