Filed April 14, 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 |
|---|---|---|
AFS ADVISORS, LLC1 year Filed as: AFS ADVISORS LLC Service code 16 1325 SATELLITE BLVD · SUWANEE, GA 30024 | Consulting | $13,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,205 |
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 | $160,725 | $79,519+102.1% | $95,952+67.5% | $73,409+118.9% |
| Participation rate | 93.7% | 81.2%+12.5pp | 77.1%+16.6pp | 72.2%+21.5pp |
| Annual return | 17.20% | 19.20%-2.0pp | 91.61%-74.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,515 | $2,048+120.5% | $2,541+77.7% | $2,234+102.1% |
| Participant deferral / active EE | $6,521 | $4,138+57.6% | $4,167+56.5% | $3,805+71.4% |
| Admin fee / account holder | -$32 | $184-117.6% | $6,795-100.5% | $158-120.5% |