Filed October 7, 2010
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 | $121,782 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,902 | $56,095-0.3% | $178,490-68.7% | $90,288-38.1% |
| Participation rate | 89.9% | 65.6%+24.4pp | 81.9%+8.0pp | 73.4%+16.6pp |
| Annual return | 70.28% | 28.81%+41.5pp | 151.07%-80.8pp | 53.97%+16.3pp |
| Employer contribution / active EE | $905 | $1,572-42.4% | $5,011-81.9% | $2,524-64.1% |
| Participant deferral / active EE | $4,025 | $2,669+50.8% | $5,202-22.6% | $4,232-4.9% |
| Admin fee / account holder | $45 | $101-55.4% | $13,984-99.7% | $114-60.6% |