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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,452 |
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 | $145,147 | $65,376+122.0% | $87,100+66.6% | $65,185+122.7% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 22.60% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,906 | $1,822+59.5% | $2,521+15.3% | $2,177+33.5% |
| Participant deferral / active EE | $4,549 | $3,388+34.2% | $4,049+12.3% | $3,514+29.4% |
| Admin fee / account holder | $79 | $520-84.7% | $7,497-98.9% | $847-90.6% |