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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,707 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,611 | $65,435+73.6% | $86,677+31.1% | $66,914+69.8% |
| Participation rate | 96.8% | 75.5%+21.3pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | -22.82% | -10.89%-11.9pp | 35.91%-58.7pp | 1.58%-24.4pp |
| Employer contribution / active EE | $3,601 | $2,153+67.2% | $2,836+27.0% | $2,544+41.5% |
| Participant deferral / active EE | $5,489 | $4,100+33.9% | $4,656+17.9% | $4,237+29.5% |
| Admin fee / account holder | $76 | $642-88.1% | $7,493-99.0% | $593-87.2% |