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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,255 | $126,111+17.6% | $142,449+4.1% | $80,160+84.9% |
| Participation rate | 88.2% | 87.5%+0.7pp | 76.8%+11.4pp | 72.9%+15.3pp |
| Annual return | 18.65% | 23.39%-4.7pp | 19.99%-1.3pp | 40.38%-21.7pp |
| Employer contribution / active EE | $5,146 | $6,430-20.0% | $4,847+6.2% | $2,978+72.8% |
| Participant deferral / active EE | $9,328 | $7,822+19.2% | $6,283+48.4% | $5,017+85.9% |
| Admin fee / account holder | $18 | $92-80.8% | $10,011-99.8% | $145-87.8% |