Filed July 29, 2010 (most recent of 3 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) | $8,037 |
Service code 60 | Sub-TA Fees | $0 |
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 | $198,921 | $98,982+101.0% | $162,163+22.7% | $65,185+205.2% |
| Participation rate | 97.5% | 85.8%+11.7pp | 87.6%+9.9pp | 70.2%+27.3pp |
| Annual return | 21.52% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $4,822 | $3,467+39.1% | $5,614-14.1% | $2,177+121.5% |
| Participant deferral / active EE | $8,626 | $5,384+60.2% | $7,298+18.2% | $3,514+145.5% |
| Admin fee / account holder | $26 | $596-95.6% | $10,843-99.8% | $847-96.9% |