Filed December 14, 2011
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,414 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,223 |
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 | $99,627 | $64,909+53.5% | $82,313+21.0% | $62,292+59.9% |
| Participation rate | 86.5% | 74.9%+11.7pp | 76.9%+9.7pp | 69.5%+17.0pp |
| Annual return | 17.97% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $907 | $1,676-45.9% | $2,428-62.6% | $2,042-55.6% |
| Participant deferral / active EE | $4,362 | $3,103+40.6% | $3,706+17.7% | $3,169+37.7% |
| Admin fee / account holder | $181 | $440-58.8% | $5,608-96.8% | $479-62.2% |