Filed March 31, 2009 (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 6-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 | $51,703 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,365 |
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 | $53,676 | $62,928-14.7% | $172,739-68.9% | $67,579-20.6% |
| Participation rate | 98.3% | 64.5%+33.8pp | 82.6%+15.7pp | 71.3%+27.0pp |
| Annual return | 23.24% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,830 | $1,636+11.8% | $5,143-64.4% | $2,148-14.8% |
| Participant deferral / active EE | $3,859 | $2,145+79.9% | $5,198-25.8% | $3,539+9.0% |
| Admin fee / account holder | $42 | $167-74.9% | $13,954-99.7% | $142-70.7% |