Filed March 22, 2006
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,733 | $48,116-25.7% | $99,443-64.1% | $77,787-54.1% |
| Participation rate | 27.3% | 60.0%-32.7pp | 73.8%-46.5pp | 73.2%-45.9pp |
| Annual return | 23.33% | 23.23%+0.1pp | 30.72%-7.4pp | 32.57%-9.2pp |
| Employer contribution / active EE | $606 | $1,057-42.7% | $2,540-76.1% | $2,504-75.8% |
| Participant deferral / active EE | $1,241 | $2,238-44.6% | $3,619-65.7% | $3,967-68.7% |
| Admin fee / account holder | $32 | $87-62.9% | $6,250-99.5% | $100-67.6% |