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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,238 |
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 | $191,042 | $69,231+176.0% | $91,989+107.7% | $67,579+182.7% |
| Participation rate | 99.4% | 78.9%+20.5pp | 78.6%+20.8pp | 71.3%+28.2pp |
| Annual return | 22.78% | 32.03%-9.2pp | 69.02%-46.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $6,542 | $2,284+186.4% | $3,452+89.5% | $2,148+204.6% |
| Participant deferral / active EE | $9,033 | $5,854+54.3% | $5,923+52.5% | $3,539+155.2% |
| Admin fee / account holder | -$102 | $107-195.0% | $7,743-101.3% | $142-171.7% |