Filed December 3, 2008
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 16 · EIN 04-2647786 | Consulting | $52,573 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,202 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,355 | $88,515-45.4% | $162,163-70.2% | $67,579-28.4% |
| Participation rate | 93.3% | 86.8%+6.5pp | 87.6%+5.8pp | 71.3%+22.0pp |
| Annual return | 22.56% | 27.04%-4.5pp | 115.59%-93.0pp | 378.56%-356.0pp |
| Employer contribution / active EE | $292 | $3,563-91.8% | $5,614-94.8% | $2,148-86.4% |
| Participant deferral / active EE | $4,694 | $5,724-18.0% | $7,298-35.7% | $3,539+32.6% |
| Admin fee / account holder | $116 | $124-6.4% | $10,843-98.9% | $142-18.7% |