Filed April 19, 2008
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,415 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,496 |
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 | $56,905 | $88,730-35.9% | $82,313-30.9% | $77,958-27.0% |
| Participation rate | 49.0% | 84.5%-35.5pp | 76.9%-27.9pp | 71.6%-22.7pp |
| Annual return | 20.96% | 20.88%+0.1pp | 25.88%-4.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $1,232 | $2,758-55.3% | $2,428-49.3% | $2,310-46.7% |
| Participant deferral / active EE | $2,767 | $4,634-40.3% | $3,706-25.3% | $3,537-21.8% |
| Admin fee / account holder | $29 | $74-60.2% | $5,608-99.5% | $97-69.8% |