Filed February 21, 2006
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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,381 | $28,109+72.1% | $71,086-31.9% | $56,287-14.0% |
| Participation rate | 67.8% | 40.4%+27.4pp | 54.7%+13.1pp | 69.9%-2.1pp |
| Annual return | -5.83% | -615.05%+609.2pp | 650.59%-656.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,720 | $558+387.9% | $1,088+150.1% | $2,111+28.9% |
| Participant deferral / active EE | $306 | $1,116-72.6% | $1,874-83.7% | $3,350-90.9% |
| Admin fee / account holder | $35 | $585-94.0% | $3,082-98.9% | $521-93.3% |