Filed March 29, 2006 (most recent of 2 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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,402 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,042 | $130,141-42.3% | $86,677-13.4% | $77,904-3.7% |
| Participation rate | 96.3% | 85.9%+10.3pp | 76.6%+19.7pp | 73.7%+22.6pp |
| Annual return | -17.16% | -12.75%-4.4pp | 35.91%-53.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $4,091 | $3,220+27.0% | $2,836+44.2% | $2,848+43.7% |
| Participant deferral / active EE | $6,476 | $5,757+12.5% | $4,656+39.1% | $4,806+34.8% |
| Admin fee / account holder | $8 | $132-93.8% | $7,493-99.9% | $133-93.9% |