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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,946 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175 |
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 | $69,277 | $35,986+92.5% | $77,482-10.6% | $73,488-5.7% |
| Participation rate | 80.9% | 40.8%+40.1pp | 54.2%+26.7pp | 70.7%+10.2pp |
| Annual return | 16.41% | 19.26%-2.8pp | 54.79%-38.4pp | 28.51%-12.1pp |
| Employer contribution / active EE | $5,298 | $557+850.5% | $986+437.1% | $2,270+133.4% |
| Participant deferral / active EE | $445 | $1,198-62.9% | $1,861-76.1% | $3,740-88.1% |
| Admin fee / account holder | $44 | $466-90.5% | $2,858-98.5% | $513-91.4% |