Filed June 21, 2005
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 7-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 | $128,855 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,467 | $120,450-45.6% | $159,436-58.9% | $93,030-29.6% |
| Participation rate | 95.8% | 78.0%+17.9pp | 82.8%+13.0pp | 73.9%+21.9pp |
| Annual return | 38.24% | 27.11%+11.1pp | 263.57%-225.3pp | 158.70%-120.5pp |
| Employer contribution / active EE | $2,672 | $3,526-24.2% | $4,829-44.7% | $2,706-1.3% |
| Participant deferral / active EE | $6,985 | $7,283-4.1% | $7,352-5.0% | $4,562+53.1% |
| Admin fee / account holder | $104 | $137-24.2% | $10,799-99.0% | $152-31.7% |