Filed August 25, 2009 (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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,182 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,056 | $88,730+10.5% | $82,313+19.1% | $77,958+25.8% |
| Participation rate | 65.8% | 84.5%-18.7pp | 76.9%-11.1pp | 71.6%-5.8pp |
| Annual return | 18.78% | 20.88%-2.1pp | 25.88%-7.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,351 | $2,758-14.8% | $2,428-3.2% | $2,310+1.8% |
| Participant deferral / active EE | $3,592 | $4,634-22.5% | $3,706-3.1% | $3,537+1.6% |
| Admin fee / account holder | $38 | $74-48.4% | $5,608-99.3% | $97-60.8% |