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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,533 | $64,612+235.1% | $86,436+150.5% | $64,808+234.1% |
| Participation rate | 99.2% | 81.5%+17.8pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -13.26% | 0.66%-13.9pp | 4394.89%-4408.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $7,512 | $2,744+173.7% | $3,769+99.3% | $2,506+199.8% |
| Participant deferral / active EE | $10,598 | $7,497+41.4% | $6,952+52.5% | $4,310+145.9% |
| Admin fee / account holder | -$114 | $169-167.5% | $6,731-101.7% | $188-160.7% |