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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,798 | $39,286+95.5% | $80,716-4.9% | $79,386-3.3% |
| Participation rate | 86.0% | 41.0%+45.0pp | 54.2%+31.8pp | 70.7%+15.3pp |
| Annual return | 12.43% | 98.95%-86.5pp | 87.28%-74.8pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,202 | $594+607.6% | $1,160+262.2% | $2,427+73.1% |
| Participant deferral / active EE | $683 | $1,264-46.0% | $2,146-68.2% | $4,046-83.1% |
| Admin fee / account holder | $38 | $647-94.2% | $3,380-98.9% | $626-94.0% |