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 | $21,956 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,201 |
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 | $124,283 | $73,638+68.8% | $95,952+29.5% | $73,488+69.1% |
| Participation rate | 89.0% | 76.2%+12.8pp | 77.1%+11.9pp | 70.7%+18.3pp |
| Annual return | 20.90% | 16.78%+4.1pp | 91.61%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,852 | $1,863-0.6% | $2,541-27.1% | $2,270-18.4% |
| Participant deferral / active EE | $6,714 | $3,617+85.6% | $4,167+61.1% | $3,740+79.5% |
| Admin fee / account holder | $226 | $482-53.1% | $6,795-96.7% | $513-55.9% |