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.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $8,612 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,612 | $48,277-88.4% | $63,517-91.2% | $55,191-89.8% |
| Participation rate | 99.5% | 69.4%+30.1pp | 71.0%+28.4pp | 69.2%+30.3pp |
| Annual return | -2.17% | 2.37%-4.5pp | -70.30%+68.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $419 | $1,592-73.7% | $2,322-81.9% | $1,899-77.9% |
| Participant deferral / active EE | $1,042 | $2,432-57.2% | $2,953-64.7% | $3,046-65.8% |
| Admin fee / account holder | $19 | $86-77.5% | $5,892-99.7% | $91-78.6% |