Filed May 4, 2009 (most recent of 5 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,281 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $372 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,739 | $211,459+24.7% | $119,258+121.2% | $93,030+183.5% |
| Participation rate | 99.2% | 94.1%+5.1pp | 82.7%+16.5pp | 73.9%+25.3pp |
| Annual return | 15.78% | 39.10%-23.3pp | 30.69%-14.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $7,695 | $5,958+29.2% | $4,384+75.5% | $2,706+184.4% |
| Participant deferral / active EE | $9,984 | $9,654+3.4% | $6,111+63.4% | $4,562+118.8% |
| Admin fee / account holder | $86 | $124-30.1% | $7,226-98.8% | $152-43.0% |