Filed December 6, 2005
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) | $268,730 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $252,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,330 | $39,166+74.5% | $79,550-14.1% | $78,044-12.4% |
| Participation rate | 95.8% | 57.3%+38.4pp | 69.5%+26.3pp | 74.4%+21.3pp |
| Annual return | -16.73% | -9.39%-7.3pp | 0.16%-16.9pp | 10.87%-27.6pp |
| Employer contribution / active EE | $1,599 | $1,019+56.9% | $2,413-33.7% | $3,125-48.8% |
| Participant deferral / active EE | $7,119 | $2,079+242.4% | $3,985+78.6% | $5,084+40.0% |
| Admin fee / account holder | $60 | $67-10.2% | $6,832-99.1% | $79-23.7% |