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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,431 |
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 | $113,765 | $62,267+82.7% | $110,238+3.2% | $55,725+104.2% |
| Participation rate | 97.9% | 78.1%+19.7pp | 79.8%+18.0pp | 70.9%+27.0pp |
| Annual return | -5.66% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $7,638 | $1,941+293.4% | $3,826+99.6% | $2,078+267.5% |
| Participant deferral / active EE | $9,453 | $3,516+168.9% | $4,672+102.3% | $3,356+181.7% |
| Admin fee / account holder | $57 | $121-52.7% | $8,547-99.3% | $115-50.4% |