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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,529 | $86,225+146.5% | $146,665+44.9% | $86,799+144.9% |
| Participation rate | 99.1% | 78.0%+21.1pp | 80.1%+19.0pp | 72.3%+26.8pp |
| Annual return | 16.93% | 31.23%-14.3pp | 22.74%-5.8pp | 97.91%-81.0pp |
| Employer contribution / active EE | $9,162 | $2,392+283.0% | $4,136+121.5% | $2,405+280.9% |
| Participant deferral / active EE | $11,771 | $4,245+177.3% | $5,506+113.8% | $4,131+184.9% |
| Admin fee / account holder | $48 | $195-75.4% | $10,280-99.5% | $170-71.7% |