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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,863 |
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 | $129,174 | $56,443+128.9% | $83,848+54.1% | $55,725+131.8% |
| Participation rate | 91.1% | 72.0%+19.0pp | 76.1%+14.9pp | 70.9%+20.2pp |
| Annual return | -4.61% | 393.67%-398.3pp | 850.88%-855.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $9,638 | $2,682+259.4% | $3,631+165.4% | $2,078+363.8% |
| Participant deferral / active EE | $9,416 | $2,965+217.6% | $4,082+130.7% | $3,356+180.6% |
| Admin fee / account holder | $9 | $156-94.4% | $5,478-99.8% | $115-92.4% |