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 | $47,136 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,756 |
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 | $67,607 | $100,227-32.5% | $169,993-60.2% | $74,419-9.2% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.0%+7.3pp | 70.7%+23.6pp |
| Annual return | 19.38% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $373 | $4,263-91.3% | $6,785-94.5% | $2,637-85.9% |
| Participant deferral / active EE | $6,077 | $7,143-14.9% | $10,408-41.6% | $4,528+34.2% |
| Admin fee / account holder | $105 | $234-55.2% | $12,815-99.2% | $348-69.8% |