Filed March 27, 2011
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 | $20,139 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,376 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,736 | $65,376+64.8% | $87,100+23.7% | $65,185+65.3% |
| Participation rate | 90.6% | 75.3%+15.3pp | 76.9%+13.7pp | 70.2%+20.4pp |
| Annual return | 21.11% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,916 | $1,822+5.1% | $2,521-24.0% | $2,177-12.0% |
| Participant deferral / active EE | $6,605 | $3,388+94.9% | $4,049+63.1% | $3,514+88.0% |
| Admin fee / account holder | $217 | $520-58.2% | $7,497-97.1% | $847-74.3% |