Filed December 7, 2006 (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) | $116,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,520 |
Form 5500 reported that benefits due were not provided when due.
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 | $34,335 | $37,213-7.7% | $156,549-78.1% | $63,975-46.3% |
| Participation rate | 94.7% | 65.0%+29.8pp | 84.0%+10.7pp | 71.1%+23.6pp |
| Annual return | 9.32% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $1,425 | $1,357+5.0% | $5,501-74.1% | $2,182-34.7% |
| Participant deferral / active EE | $2,622 | $2,070+26.7% | $4,871-46.2% | $3,356-21.9% |
| Admin fee / account holder | $46 | $56-18.4% | $13,027-99.6% | $70-34.8% |