Filed March 6, 2009 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,441 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,269 |
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 | $96,269 | $57,096+68.6% | $94,224+2.2% | $55,191+74.4% |
| Participation rate | 97.7% | 75.7%+22.0pp | 78.8%+18.9pp | 69.2%+28.5pp |
| Annual return | 0.42% | 159.65%-159.2pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $8,547 | $1,708+400.4% | $3,587+138.3% | $1,899+350.1% |
| Participant deferral / active EE | $9,187 | $3,165+190.3% | $4,320+112.7% | $3,046+201.6% |
| Admin fee / account holder | $33 | $89-63.6% | $6,269-99.5% | $91-64.2% |