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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
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 | $58,020 | $31,679+83.1% | $74,701-22.3% | $65,185-11.0% |
| Participation rate | 65.0% | 40.4%+24.6pp | 54.5%+10.5pp | 70.2%-5.2pp |
| Annual return | 21.29% | 39.04%-17.8pp | 752.92%-731.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,538 | $566+525.0% | $1,084+226.5% | $2,177+62.5% |
| Participant deferral / active EE | $316 | $1,191-73.5% | $1,964-83.9% | $3,514-91.0% |
| Admin fee / account holder | $50 | $379-86.8% | $3,333-98.5% | $847-94.1% |