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 | $231,902 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,695 | $50,127+33.1% | $149,673-55.4% | $80,160-16.8% |
| Participation rate | 94.1% | 64.3%+29.9pp | 78.8%+15.4pp | 72.9%+21.2pp |
| Annual return | 16.08% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,730 | $1,865-7.2% | $4,818-64.1% | $2,978-41.9% |
| Participant deferral / active EE | $3,852 | $3,194+20.6% | $5,680-32.2% | $5,017-23.2% |
| Admin fee / account holder | $55 | $153-63.7% | $13,210-99.6% | $145-61.8% |