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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,929 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $9,838 |
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 | $91,205 | $65,376+39.5% | $87,100+4.7% | $65,185+39.9% |
| Participation rate | 95.3% | 75.3%+19.9pp | 76.9%+18.4pp | 70.2%+25.1pp |
| Annual return | 20.35% | 31.27%-10.9pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,078 | $1,822-40.8% | $2,521-57.2% | $2,177-50.5% |
| Participant deferral / active EE | $4,623 | $3,388+36.4% | $4,049+14.2% | $3,514+31.6% |
| Admin fee / account holder | $226 | $520-56.5% | $7,497-97.0% | $847-73.3% |