Filed April 12, 2007 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $428,943 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,444 | $45,959+16.3% | $91,220-41.4% | $77,904-31.4% |
| Participation rate | 81.8% | 66.3%+15.5pp | 73.2%+8.6pp | 73.7%+8.1pp |
| Annual return | -16.76% | -5.32%-11.4pp | 114.01%-130.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $2,236 | $1,451+54.1% | $2,850-21.5% | $2,848-21.5% |
| Participant deferral / active EE | $4,100 | $3,283+24.9% | $4,234-3.2% | $4,806-14.7% |
| Admin fee / account holder | $66 | $99-32.9% | $5,420-98.8% | $133-50.0% |