Filed July 17, 2005
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) | $17,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,513 |
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 | $126,659 | $59,186+114.0% | $76,768+65.0% | $56,287+125.0% |
| Participation rate | 94.6% | 75.2%+19.4pp | 77.0%+17.7pp | 69.9%+24.8pp |
| Annual return | -3.86% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,988 | $1,759+69.9% | $2,485+20.2% | $2,111+41.5% |
| Participant deferral / active EE | $4,619 | $3,255+41.9% | $3,852+19.9% | $3,350+37.9% |
| Admin fee / account holder | $89 | $489-81.9% | $6,675-98.7% | $521-83.0% |