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 37 · EIN 04-2647786 | Loan Processing | $46,693 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,872 |
Employer contribution per participant 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 | $70,093 | $111,491-37.1% | $189,513-63.0% | $86,799-19.2% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.8%+7.2pp | 72.3%+22.7pp |
| Annual return | 15.81% | 83.50%-67.7pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $353 | $3,951-91.1% | $6,162-94.3% | $2,405-85.3% |
| Participant deferral / active EE | $5,796 | $6,437-10.0% | $8,221-29.5% | $4,131+40.3% |
| Admin fee / account holder | $116 | $189-38.4% | $12,045-99.0% | $170-31.5% |