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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,648 |
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 | $54,494 | $56,095-2.9% | $178,490-69.5% | $90,288-39.6% |
| Participation rate | 95.2% | 65.6%+29.7pp | 81.9%+13.3pp | 73.4%+21.9pp |
| Annual return | 18.80% | 28.81%-10.0pp | 151.07%-132.3pp | 53.97%-35.2pp |
| Employer contribution / active EE | $2,369 | $1,572+50.6% | $5,011-52.7% | $2,524-6.2% |
| Participant deferral / active EE | $3,992 | $2,669+49.6% | $5,202-23.3% | $4,232-5.7% |
| Admin fee / account holder | $54 | $101-46.2% | $13,984-99.6% | $114-52.5% |