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) | $6,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,516 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,509 | $43,999+44.3% | $79,464-20.1% | $55,725+14.0% |
| Participation rate | 94.8% | 66.9%+27.9pp | 73.3%+21.5pp | 70.9%+23.9pp |
| Annual return | -6.02% | 1.81%-7.8pp | 718.14%-724.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,580 | $2,538+159.3% | $3,704+77.7% | $3,356+96.1% |
| Admin fee / account holder | $0 | $118-99.7% | $5,113-100.0% | $115-99.7% |