Filed March 27, 2007
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,383 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$296,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,608 | $34,495+249.6% | $78,689+53.3% | $63,975+88.5% |
| Participation rate | 97.6% | 60.8%+36.8pp | 73.6%+24.1pp | 71.1%+26.5pp |
| Annual return | 8.81% | 11.62%-2.8pp | 62.18%-53.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $5,394 | $1,398+285.9% | $2,851+89.2% | $2,182+147.3% |
| Participant deferral / active EE | $7,868 | $2,100+274.6% | $3,517+123.7% | $3,356+134.4% |
| Admin fee / account holder | $0 | $68-100.0% | $4,510-100.0% | $70-100.0% |