Filed October 24, 2006 (most recent of 4 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 | $276,727 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,680 | $45,000+28.2% | $143,757-59.9% | $77,904-26.0% |
| Participation rate | 93.6% | 66.8%+26.8pp | 80.3%+13.3pp | 73.7%+20.0pp |
| Annual return | -15.90% | 29.03%-44.9pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,657 | $1,870-11.4% | $4,951-66.5% | $2,848-41.8% |
| Participant deferral / active EE | $3,673 | $3,157+16.4% | $5,637-34.8% | $4,806-23.6% |
| Admin fee / account holder | $62 | $98-37.2% | $14,673-99.6% | $133-53.4% |