Filed January 14, 2006 (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 5-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 | $45,887 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,461 |
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 | $102,148 | $89,282+14.4% | $94,646+7.9% | $74,419+37.3% |
| Participation rate | 75.6% | 82.4%-6.8pp | 80.8%-5.2pp | 70.7%+4.9pp |
| Annual return | 16.62% | 25.96%-9.3pp | 156.71%-140.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,681 | $3,022-11.3% | $3,672-27.0% | $2,637+1.7% |
| Participant deferral / active EE | $5,755 | $8,425-31.7% | $7,418-22.4% | $4,528+27.1% |
| Admin fee / account holder | $116 | $219-46.9% | $7,231-98.4% | $348-66.6% |