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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,438 |
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 | $155,645 | $73,638+111.4% | $95,952+62.2% | $73,488+111.8% |
| Participation rate | 95.6% | 76.2%+19.4pp | 77.1%+18.5pp | 70.7%+24.9pp |
| Annual return | 20.12% | 16.78%+3.3pp | 91.61%-71.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $3,400 | $1,863+82.5% | $2,541+33.8% | $2,270+49.8% |
| Participant deferral / active EE | $5,336 | $3,617+47.5% | $4,167+28.1% | $3,740+42.7% |
| Admin fee / account holder | $84 | $482-82.6% | $6,795-98.8% | $513-83.6% |