Filed March 10, 2009 (most recent of 3 filings on file)
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) | $234,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100,537 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,172 | $66,528+477.5% | $86,874+342.2% | $86,799+342.6% |
| Participation rate | 98.3% | 72.4%+25.9pp | 71.6%+26.6pp | 72.3%+26.0pp |
| Annual return | 8.08% | 19.56%-11.5pp | 63.52%-55.4pp | 97.91%-89.8pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $13,587 | $3,240+319.4% | $3,699+267.3% | $4,131+228.9% |
| Admin fee / account holder | $161 | $148+8.6% | $5,828-97.2% | $170-5.2% |