Filed March 29, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,977 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,985 | $144,996-71.0% | $111,297-62.3% | $93,030-54.9% |
| Participation rate | 57.4% | 86.2%-28.8pp | 77.3%-19.9pp | 73.9%-16.5pp |
| Annual return | 17.28% | 18.26%-1.0pp | 54.65%-37.4pp | 158.70%-141.4pp |
| Employer contribution / active EE | $1,212 | $3,056-60.3% | $2,731-55.6% | $2,706-55.2% |
| Participant deferral / active EE | $1,466 | $5,587-73.8% | $4,487-67.3% | $4,562-67.9% |
| Admin fee / account holder | $79 | $103-23.8% | $7,964-99.0% | $152-48.0% |