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 | $26,786 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,433 |
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 | $59,776 | $86,897-31.2% | $151,611-60.6% | $64,808-7.8% |
| Participation rate | 94.5% | 87.3%+7.2pp | 87.5%+7.0pp | 71.5%+23.0pp |
| Annual return | -14.91% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $348 | $4,010-91.3% | $6,166-94.4% | $2,506-86.1% |
| Participant deferral / active EE | $5,831 | $6,690-12.8% | $8,363-30.3% | $4,310+35.3% |
| Admin fee / account holder | $70 | $153-54.4% | $11,616-99.4% | $188-62.8% |