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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,974 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,300 |
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 | $193,417 | $44,873+331.0% | $79,464+143.4% | $56,287+243.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.70% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $12,349 | $2,140+477.1% | $2,800+341.0% | $2,111+485.0% |
| Participant deferral / active EE | $5,701 | $2,746+107.6% | $3,704+53.9% | $3,350+70.2% |
| Admin fee / account holder | $46 | $418-88.9% | $5,113-99.1% | $521-91.1% |