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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,162 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,476 |
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 | $91,603 | $52,208+75.5% | $86,612+5.8% | $74,419+23.1% |
| Participation rate | 92.6% | 66.3%+26.2pp | 71.7%+20.9pp | 70.7%+21.8pp |
| Annual return | 18.73% | 44.46%-25.7pp | 591.07%-572.3pp | 34.38%-15.6pp |
| Employer contribution / active EE | $8 | $2,282-99.6% | $3,022-99.7% | $2,637-99.7% |
| Participant deferral / active EE | $7,755 | $3,383+129.2% | $4,438+74.7% | $4,528+71.3% |
| Admin fee / account holder | $9 | $319-97.3% | $5,614-99.8% | $348-97.5% |