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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $168,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $93,020 |
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 | $46,189 | $47,456-2.7% | $172,739-73.3% | $77,787-40.6% |
| Participation rate | 97.4% | 66.3%+31.1pp | 82.6%+14.7pp | 73.2%+24.2pp |
| Annual return | 22.86% | 35.57%-12.7pp | 802.84%-780.0pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,349 | $1,574+49.2% | $5,143-54.3% | $2,504-6.2% |
| Participant deferral / active EE | $3,614 | $2,560+41.2% | $5,198-30.5% | $3,967-8.9% |
| Admin fee / account holder | $61 | $81-25.1% | $13,954-99.6% | $100-39.5% |