Filed June 8, 2009 (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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,840 |
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 | $148,991 | $64,311+131.7% | $110,238+35.2% | $75,289+97.9% |
| Participation rate | 86.0% | 79.3%+6.8pp | 79.8%+6.2pp | 72.4%+13.6pp |
| Annual return | -3.92% | -1.74%-2.2pp | 314.74%-318.7pp | -0.04%-3.9pp |
| Employer contribution / active EE | $724 | $2,404-69.9% | $3,826-81.1% | $2,405-69.9% |
| Participant deferral / active EE | $4,375 | $3,892+12.4% | $4,672-6.4% | $3,739+17.0% |
| Admin fee / account holder | $57 | $88-35.0% | $8,547-99.3% | $102-44.3% |