Filed November 5, 2008 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$791 |
Annual investment return 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 | $117,924 | $79,519+48.3% | $95,952+22.9% | $73,409+60.6% |
| Participation rate | 96.2% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 4.69% | 19.20%-14.5pp | 91.61%-86.9pp | 59.29%-54.6pp |
| Employer contribution / active EE | $5,181 | $2,048+153.0% | $2,541+103.9% | $2,234+131.9% |
| Participant deferral / active EE | $8,392 | $4,138+102.8% | $4,167+101.4% | $3,805+120.5% |
| Admin fee / account holder | $26 | $184-86.1% | $6,795-99.6% | $158-83.7% |