Filed November 2, 2007
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 | $190,898 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,297 | $31,036+23.4% | $71,796-46.7% | $65,292-41.3% |
| Participation rate | 29.1% | 56.1%-27.0pp | 69.1%-40.0pp | 72.4%-43.3pp |
| Annual return | 9.47% | 8.62%+0.8pp | 78.04%-68.6pp | 11.84%-2.4pp |
| Employer contribution / active EE | $642 | $662-3.0% | $1,924-66.6% | $2,302-72.1% |
| Participant deferral / active EE | $1,200 | $1,336-10.2% | $2,794-57.1% | $3,579-66.5% |
| Admin fee / account holder | $88 | $65+36.1% | $4,815-98.2% | $57+54.0% |