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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,339 | $27,839+141.9% | $58,482+15.1% | $71,457-5.8% |
| Participation rate | 66.9% | 34.5%+32.4pp | 50.9%+16.1pp | 67.9%-1.0pp |
| Annual return | 16.34% | 26.81%-10.5pp | 4239.32%-4223.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,072 | $631+545.6% | $1,053+286.6% | $2,588+57.4% |
| Participant deferral / active EE | $706 | $1,206-41.5% | $1,924-63.3% | $4,289-83.5% |
| Admin fee / account holder | $51 | $1,641-96.9% | $2,516-98.0% | $1,587-96.8% |