Filed August 4, 2006 (most recent of 3 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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,873 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,725 |
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 | $55,742 | $73,404-24.1% | $87,100-36.0% | $67,579-17.5% |
| Participation rate | 98.5% | 80.9%+17.7pp | 76.9%+21.7pp | 71.3%+27.2pp |
| Annual return | 25.54% | 48.29%-22.8pp | 28.19%-2.7pp | 378.56%-353.0pp |
| Employer contribution / active EE | $1,453 | $2,014-27.8% | $2,521-42.4% | $2,148-32.3% |
| Participant deferral / active EE | $4,289 | $3,913+9.6% | $4,049+5.9% | $3,539+21.2% |
| Admin fee / account holder | $32 | $142-77.2% | $7,497-99.6% | $142-77.3% |