Filed March 17, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,634 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,678 | $139,767+16.4% | $153,485+6.0% | $199,593-18.5% |
| Participation rate | 85.1% | 85.1%0pp | 77.1%+8.0pp | 72.0%+13.1pp |
| Annual return | 15.09% | 20.59%-5.5pp | 15.65%-0.6pp | 34.25%-19.2pp |
| Employer contribution / active EE | $4,516 | $6,517-30.7% | $5,039-10.4% | $3,034+48.8% |
| Participant deferral / active EE | $8,471 | $8,055+5.2% | $6,757+25.4% | $5,087+66.5% |
| Admin fee / account holder | $49 | $98-49.8% | $12,724-99.6% | $269-81.7% |