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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,306 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,641 |
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 | $99,522 | $73,638+35.2% | $95,952+3.7% | $73,488+35.4% |
| Participation rate | 89.2% | 76.2%+13.1pp | 77.1%+12.1pp | 70.7%+18.5pp |
| Annual return | 14.20% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,210 | $1,863-35.1% | $2,541-52.4% | $2,270-46.7% |
| Participant deferral / active EE | $5,014 | $3,617+38.6% | $4,167+20.3% | $3,740+34.1% |
| Admin fee / account holder | $220 | $482-54.3% | $6,795-96.8% | $513-57.1% |