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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,629 | $99,078+13.7% | $96,544+16.7% | $74,419+51.3% |
| Participation rate | 92.8% | 80.7%+12.1pp | 76.0%+16.8pp | 70.7%+22.0pp |
| Annual return | 33.69% | 22.48%+11.2pp | 25.84%+7.8pp | 34.38%-0.7pp |
| Employer contribution / active EE | $1,033 | $2,570-59.8% | $2,965-65.1% | $2,637-60.8% |
| Participant deferral / active EE | $4,063 | $4,933-17.6% | $4,851-16.2% | $4,528-10.3% |
| Admin fee / account holder | $5 | $225-97.6% | $8,252-99.9% | $348-98.5% |