Filed October 28, 2009
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,856 | $80,211-17.9% | $74,183-11.2% | $63,975+2.9% |
| Participation rate | 96.5% | 84.2%+12.3pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 8.21% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,901 | $2,553+52.8% | $2,370+64.6% | $2,182+78.8% |
| Participant deferral / active EE | $5,426 | $4,370+24.2% | $3,550+52.9% | $3,356+61.7% |
| Admin fee / account holder | $32 | $67-52.1% | $5,586-99.4% | $70-54.3% |