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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $259,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,928 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,139 | $45,000+7.0% | $143,757-66.5% | $77,904-38.2% |
| Participation rate | 97.4% | 66.8%+30.5pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -17.18% | 29.03%-46.2pp | -0.04%-17.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,690 | $1,870+43.9% | $4,951-45.7% | $2,848-5.5% |
| Participant deferral / active EE | $4,795 | $3,157+51.9% | $5,637-14.9% | $4,806-0.2% |
| Admin fee / account holder | $58 | $98-41.3% | $14,673-99.6% | $133-56.4% |