Filed January 6, 2006 (most recent of 2 filings on file)
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,887 | $94,621-28.3% | $138,135-50.9% | $73,409-7.5% |
| Participation rate | 51.4% | 83.4%-32.1pp | 78.7%-27.3pp | 72.2%-20.8pp |
| Annual return | 16.94% | 16.57%+0.4pp | 20.51%-3.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $365 | $4,410-91.7% | $5,587-93.5% | $2,234-83.7% |
| Participant deferral / active EE | $3,067 | $6,199-50.5% | $6,431-52.3% | $3,805-19.4% |
| Admin fee / account holder | $59 | $140-58.0% | $11,856-99.5% | $158-62.7% |