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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,885 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,119 | $62,267+72.0% | $110,238-2.8% | $55,725+92.2% |
| Participation rate | 86.4% | 78.1%+8.3pp | 79.8%+6.6pp | 70.9%+15.6pp |
| Annual return | -4.71% | -1.07%-3.6pp | 314.74%-319.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $981 | $1,941-49.5% | $3,826-74.4% | $2,078-52.8% |
| Participant deferral / active EE | $4,917 | $3,516+39.9% | $4,672+5.3% | $3,356+46.5% |
| Admin fee / account holder | $59 | $121-51.6% | $8,547-99.3% | $115-49.2% |