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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,829 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,214 | $84,000+32.4% | $119,609-7.0% | $77,904+42.8% |
| Participation rate | 94.8% | 77.8%+17.0pp | 79.3%+15.5pp | 73.7%+21.1pp |
| Annual return | -2.84% | -11.59%+8.8pp | -14.97%+12.1pp | 12.21%-15.0pp |
| Employer contribution / active EE | $889 | $2,907-69.4% | $4,232-79.0% | $2,848-68.8% |
| Participant deferral / active EE | $5,882 | $4,705+25.0% | $5,602+5.0% | $4,806+22.4% |
| Admin fee / account holder | $39 | $116-65.9% | $10,323-99.6% | $133-70.2% |