Filed August 29, 2006 (most recent of 4 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) | $5,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $89 |
Participant contribution per participant 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 | $52,097 | $52,208-0.2% | $86,612-39.9% | $74,419-30.0% |
| Participation rate | 83.2% | 66.3%+16.9pp | 71.7%+11.5pp | 70.7%+12.5pp |
| Annual return | 18.13% | 44.46%-26.3pp | 591.07%-572.9pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,547 | $2,282+55.4% | $3,022+17.4% | $2,637+34.5% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $8 | $319-97.5% | $5,614-99.9% | $348-97.7% |