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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,975 | $71,142+133.3% | $119,609+38.8% | $64,808+156.1% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | -18.36% | -10.01%-8.3pp | -14.97%-3.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $9,212 | $2,497+268.8% | $4,232+117.7% | $2,506+267.6% |
| Participant deferral / active EE | $12,093 | $4,490+169.3% | $5,602+115.9% | $4,310+180.6% |
| Admin fee / account holder | $49 | $162-69.8% | $10,323-99.5% | $188-73.9% |