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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,217 | $34,934+72.4% | $56,411+6.7% | $74,495-19.2% |
| Participation rate | 93.3% | 32.8%+60.5pp | 52.5%+40.8pp | 67.2%+26.1pp |
| Annual return | 15.73% | 25.94%-10.2pp | 1701.33%-1685.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,875 | $609+536.3% | $1,039+273.1% | $2,623+47.7% |
| Participant deferral / active EE | $691 | $1,170-41.0% | $1,952-64.6% | $4,346-84.1% |
| Admin fee / account holder | $46 | $2,364-98.0% | $2,829-98.4% | $1,942-97.6% |