Filed February 11, 2011 (most recent of 4 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 4-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) | $161,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | $141,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,441 | $122,693-25.5% | $184,203-50.4% | $199,593-54.2% |
| Participation rate | 97.0% | 86.8%+10.2pp | 86.8%+10.2pp | 72.0%+25.0pp |
| Annual return | 15.22% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,994 | $4,584+30.7% | $6,427-6.7% | $3,034+97.5% |
| Participant deferral / active EE | $9,161 | $7,990+14.7% | $9,131+0.3% | $5,087+80.1% |
| Admin fee / account holder | $54 | $121-55.0% | $13,901-99.6% | $269-79.8% |