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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,238 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,543 |
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 | $90,762 | $52,670+72.3% | $90,404+0.4% | $73,409+23.6% |
| Participation rate | 96.8% | 67.7%+29.1pp | 72.7%+24.1pp | 72.2%+24.6pp |
| Annual return | 15.57% | 20.70%-5.1pp | 1293.02%-1277.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,761 | $2,807+176.5% | $3,963+95.8% | $3,805+103.9% |
| Admin fee / account holder | $1 | $117-99.1% | $5,611-100.0% | $158-99.4% |