Filed February 20, 2009
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) | $18,343 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$48,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,217 | $62,624+101.5% | $177,989-29.1% | $77,643+62.6% |
| Participation rate | 91.9% | 66.8%+25.0pp | 77.1%+14.8pp | 70.6%+21.3pp |
| Annual return | 17.42% | 16.16%+1.3pp | 294.48%-277.1pp | 31.24%-13.8pp |
| Employer contribution / active EE | $8,123 | $1,909+325.5% | $3,949+105.7% | $2,726+198.0% |
| Participant deferral / active EE | $8,909 | $4,219+111.1% | $6,276+41.9% | $4,647+91.7% |
| Admin fee / account holder | -$36 | $386-109.4% | $10,363-100.3% | $430-108.4% |