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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,811 | $87,125+192.5% | $108,410+135.0% | $86,799+193.6% |
| Participation rate | 98.3% | 80.5%+17.8pp | 80.1%+18.2pp | 72.3%+26.1pp |
| Annual return | 16.99% | 25.21%-8.2pp | 905.27%-888.3pp | 97.91%-80.9pp |
| Employer contribution / active EE | $6,646 | $2,477+168.3% | $3,558+86.8% | $2,405+176.3% |
| Participant deferral / active EE | $9,898 | $6,944+42.5% | $6,563+50.8% | $4,131+139.6% |
| Admin fee / account holder | -$130 | $130-199.9% | $7,295-101.8% | $170-176.7% |