Filed January 17, 2012
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) | $22,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,478 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $185,078 | $88,515+109.1% | $162,163+14.1% | $67,579+173.9% |
| Participation rate | 86.6% | 86.8%-0.2pp | 87.6%-0.9pp | 71.3%+15.3pp |
| Annual return | 20.46% | 27.04%-6.6pp | 115.59%-95.1pp | 378.56%-358.1pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,596 | $5,724+15.2% | $7,298-9.6% | $3,539+86.4% |
| Admin fee / account holder | $121 | $124-2.4% | $10,843-98.9% | $142-15.2% |