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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,623 |
Employer 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 | $85,369 | $47,722+78.9% | $82,719+3.2% | $64,808+31.7% |
| Participation rate | 92.9% | 67.6%+25.3pp | 72.6%+20.3pp | 71.5%+21.4pp |
| Annual return | -15.24% | -13.05%-2.2pp | 701.18%-716.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,412 | $3,329+122.6% | $4,395+68.6% | $4,310+71.9% |
| Admin fee / account holder | $12 | $143-91.9% | $5,329-99.8% | $188-93.8% |