Filed October 16, 2008
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,447 |
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 | $225,539 | $88,324+155.4% | $115,037+96.1% | $55,191+308.6% |
| Participation rate | 95.2% | 72.5%+22.7pp | 81.4%+13.9pp | 69.2%+26.1pp |
| Annual return | 2.01% | 6.30%-4.3pp | 26.14%-24.1pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,279 | $2,805+52.5% | $4,608-7.1% | $1,899+125.4% |
| Participant deferral / active EE | $9,907 | $5,042+96.5% | $6,026+64.4% | $3,046+225.2% |
| Admin fee / account holder | -$84 | $105-179.4% | $8,175-101.0% | $91-192.2% |