Filed January 6, 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) | $23,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$272,890 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,126 | $111,491+302.8% | $189,513+137.0% | $86,799+417.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 16.63% | 83.50%-66.9pp | 555.15%-538.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $13,678 | $3,951+246.2% | $6,162+122.0% | $2,405+468.6% |
| Participant deferral / active EE | $11,552 | $6,437+79.5% | $8,221+40.5% | $4,131+179.6% |
| Admin fee / account holder | -$512 | $189-371.5% | $12,045-104.3% | $170-402.2% |