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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$271,699 |
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 | $425,056 | $100,227+324.1% | $169,993+150.0% | $74,419+471.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 20.32% | 66.08%-45.8pp | 53.37%-33.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $14,231 | $4,263+233.8% | $6,785+109.7% | $2,637+439.6% |
| Participant deferral / active EE | $12,186 | $7,143+70.6% | $10,408+17.1% | $4,528+169.1% |
| Admin fee / account holder | -$506 | $234-315.9% | $12,815-103.9% | $348-245.5% |