Filed December 9, 2010
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,977 |
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 | $89,939 | $66,750+34.7% | $105,722-14.9% | $57,658+56.0% |
| Participation rate | 98.0% | 79.2%+18.8pp | 78.9%+19.1pp | 70.2%+27.8pp |
| Annual return | 6.54% | 10.99%-4.5pp | 12.25%-5.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,158 | $3,766+10.4% | $4,079+1.9% | $1,974+110.6% |
| Participant deferral / active EE | $5,383 | $4,933+9.1% | $5,326+1.1% | $3,061+75.9% |
| Admin fee / account holder | $43 | $88-50.9% | $8,308-99.5% | $95-54.4% |