Filed December 15, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,668 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,743 |
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 | $53,885 | $52,293+3.0% | $178,490-69.8% | $73,409-26.6% |
| Participation rate | 79.0% | 65.3%+13.6pp | 81.9%-2.9pp | 72.2%+6.8pp |
| Annual return | 22.55% | 34.75%-12.2pp | 151.07%-128.5pp | 59.29%-36.7pp |
| Employer contribution / active EE | $1,988 | $1,735+14.6% | $5,011-60.3% | $2,234-11.0% |
| Participant deferral / active EE | $2,289 | $2,332-1.8% | $5,202-56.0% | $3,805-39.8% |
| Admin fee / account holder | $119 | $127-6.8% | $13,984-99.2% | $158-24.8% |