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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,889 | $176,491-47.9% | $95,952-4.2% | $90,288+1.8% |
| Participation rate | 97.0% | 86.6%+10.4pp | 77.1%+19.9pp | 73.4%+23.6pp |
| Annual return | 15.90% | 20.14%-4.2pp | 91.61%-75.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,699 | $2,789+68.5% | $2,541+84.9% | $2,524+86.1% |
| Participant deferral / active EE | $6,806 | $5,340+27.5% | $4,167+63.3% | $4,232+60.8% |
| Admin fee / account holder | $34 | $154-77.9% | $6,795-99.5% | $114-70.2% |