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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,204 |
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 | $149,800 | $69,159+116.6% | $125,175+19.7% | $67,579+121.7% |
| Participation rate | 99.2% | 78.2%+21.0pp | 79.8%+19.4pp | 71.3%+27.9pp |
| Annual return | 22.34% | 27.12%-4.8pp | 43.79%-21.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $9,979 | $2,023+393.2% | $3,865+158.2% | $2,148+364.6% |
| Participant deferral / active EE | $10,463 | $3,700+182.8% | $4,937+111.9% | $3,539+195.6% |
| Admin fee / account holder | $14 | $142-90.2% | $9,702-99.9% | $142-90.2% |