Filed July 1, 2008 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,926 |
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 | $108,711 | $71,666+51.7% | $117,854-7.8% | $69,631+56.1% |
| Participation rate | 84.6% | 77.5%+7.1pp | 79.7%+5.0pp | 70.7%+13.9pp |
| Annual return | 16.97% | 18.86%-1.9pp | 335.08%-318.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $947 | $1,889-49.8% | $3,786-75.0% | $2,032-53.4% |
| Participant deferral / active EE | $4,431 | $3,340+32.7% | $4,482-1.1% | $3,224+37.5% |
| Admin fee / account holder | $50 | $120-58.2% | $8,020-99.4% | $110-54.5% |