Filed May 22, 2006 (most recent of 3 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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $280,922 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC RETIREMENT GROUP Service code 27 · EIN 59-4441424 | Advisory (Plan) | $60,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $60,746 | $37,213+63.2% | $156,549-61.2% | $63,975-5.0% |
| Participation rate | 74.4% | 65.0%+9.4pp | 84.0%-9.6pp | 71.1%+3.2pp |
| Annual return | 7.59% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,178 | $1,357+60.5% | $5,501-60.4% | $2,182-0.2% |
| Participant deferral / active EE | $2,960 | $2,070+43.0% | $4,871-39.2% | $3,356-11.8% |
| Admin fee / account holder | $145 | $56+157.4% | $13,027-98.9% | $70+105.9% |