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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,438 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $251,775 | $89,282+182.0% | $94,646+166.0% | $74,419+238.3% |
| Participation rate | 99.3% | 82.4%+16.8pp | 80.8%+18.4pp | 70.7%+28.5pp |
| Annual return | 16.21% | 25.96%-9.7pp | 156.71%-140.5pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,966 | $3,022+163.6% | $3,672+116.9% | $2,637+202.0% |
| Participant deferral / active EE | $11,231 | $8,425+33.3% | $7,418+51.4% | $4,528+148.0% |
| Admin fee / account holder | -$100 | $219-145.7% | $7,231-101.4% | $348-128.7% |