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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,377 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,925 |
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 | $234,099 | $51,620+353.5% | $90,281+159.3% | $65,185+259.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.86% | 24.94%-3.1pp | 78.10%-56.2pp | 29.38%-7.5pp |
| Employer contribution / active EE | $12,630 | $2,235+465.2% | $2,854+342.5% | $2,177+480.3% |
| Participant deferral / active EE | $6,537 | $2,871+127.7% | $3,885+68.2% | $3,514+86.0% |
| Admin fee / account holder | $102 | $384-73.5% | $5,351-98.1% | $847-88.0% |