Filed January 6, 2005 (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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,904 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,625 |
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 | $217,160 | $50,637+328.9% | $86,590+150.8% | $62,292+248.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.67% | 20.80%-3.1pp | 964.84%-947.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $12,238 | $2,075+489.7% | $2,839+331.0% | $2,042+499.3% |
| Participant deferral / active EE | $5,369 | $2,611+105.6% | $3,609+48.8% | $3,169+69.4% |
| Admin fee / account holder | $58 | $413-85.9% | $4,906-98.8% | $479-87.8% |