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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$120,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,844 | $78,781+175.2% | $100,516+115.7% | $73,409+195.4% |
| Participation rate | 99.3% | 80.0%+19.2pp | 79.4%+19.9pp | 72.2%+27.1pp |
| Annual return | 14.76% | 31.69%-16.9pp | 30.89%-16.1pp | 59.29%-44.5pp |
| Employer contribution / active EE | $6,725 | $2,420+177.9% | $3,418+96.8% | $2,234+201.1% |
| Participant deferral / active EE | $9,369 | $6,537+43.3% | $6,270+49.4% | $3,805+146.2% |
| Admin fee / account holder | -$170 | $145-217.2% | $8,081-102.1% | $158-207.9% |