Filed January 14, 2008
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,537 |
GRASSI & CO1 year Filed as: GRASSI & CO., CPAS, P.C Service code 10 · EIN 11-3266576 | Accounting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,161 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,590 | $60,545+125.6% | $92,233+48.1% | $69,631+96.2% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.5%+16.6pp | 70.7%+22.4pp |
| Annual return | 21.97% | 19.71%+2.3pp | 176.28%-154.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $10,098 | $2,633+283.5% | $3,679+174.5% | $2,032+396.9% |
| Participant deferral / active EE | $9,433 | $2,828+233.6% | $3,897+142.1% | $3,224+192.6% |
| Admin fee / account holder | $11 | $145-92.6% | $5,194-99.8% | $110-90.3% |