Filed November 14, 2008 (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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$405 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,468 | $72,254+58.4% | $86,677+32.1% | $64,808+76.6% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -17.46% | 392.42%-409.9pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,209 | $2,393-49.5% | $2,836-57.4% | $2,506-51.8% |
| Participant deferral / active EE | $4,685 | $4,658+0.6% | $4,656+0.6% | $4,310+8.7% |
| Admin fee / account holder | $14 | $174-92.1% | $7,493-99.8% | $188-92.7% |