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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,790 |
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 | $105,405 | $58,290+80.8% | $98,442+7.1% | $86,799+21.4% |
| Participation rate | 96.9% | 68.3%+28.6pp | 73.3%+23.6pp | 72.3%+24.7pp |
| Annual return | 15.73% | 43.48%-27.8pp | 1492.73%-1477.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,868 | $3,152+149.6% | $4,276+84.0% | $4,131+90.5% |
| Admin fee / account holder | $1 | $138-99.1% | $5,949-100.0% | $170-99.3% |