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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,970 | $78,419+130.8% | $133,956+35.1% | $73,409+146.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.6pp | 72.2%+27.2pp |
| Annual return | 21.37% | 33.35%-12.0pp | 45.09%-23.7pp | 59.29%-37.9pp |
| Employer contribution / active EE | $9,422 | $2,044+361.0% | $3,919+140.4% | $2,234+321.8% |
| Participant deferral / active EE | $11,294 | $3,925+187.7% | $5,048+123.7% | $3,805+196.8% |
| Admin fee / account holder | $10 | $161-94.0% | $8,927-99.9% | $158-93.9% |