Filed January 1, 2012
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $244,188 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$55,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,170 | $104,281-2.0% | $140,016-27.0% | $68,904+48.3% |
| Participation rate | 97.2% | 89.1%+8.0pp | 87.5%+9.7pp | 74.1%+23.0pp |
| Annual return | -4.44% | -1.33%-3.1pp | 651.12%-655.6pp | 1.07%-5.5pp |
| Employer contribution / active EE | $3,457 | $4,070-15.1% | $5,606-38.3% | $2,540+36.1% |
| Participant deferral / active EE | $6,726 | $6,129+9.7% | $6,927-2.9% | $4,015+67.5% |
| Admin fee / account holder | $26 | $79-67.4% | $10,705-99.8% | $71-64.0% |