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 | $239,480 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,459 |
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 | $41,933 | $37,026+13.3% | $78,778-46.8% | $177,276-76.3% |
| Participation rate | 31.6% | 54.2%-22.6pp | 69.2%-37.5pp | 74.8%-43.2pp |
| Annual return | 20.92% | 16.20%+4.7pp | 35.62%-14.7pp | 21.25%-0.3pp |
| Employer contribution / active EE | $685 | $730-6.3% | $1,986-65.5% | $2,479-72.4% |
| Participant deferral / active EE | $1,301 | $1,412-7.9% | $2,958-56.0% | $3,881-66.5% |
| Admin fee / account holder | $99 | $77+29.3% | $5,134-98.1% | $154-35.8% |