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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,751 | $102,553+97.7% | $151,611+33.7% | $66,914+203.0% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -16.94% | -10.82%-6.1pp | 3.33%-20.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $5,470 | $4,180+30.8% | $6,166-11.3% | $2,544+115.0% |
| Participant deferral / active EE | $10,404 | $6,641+56.7% | $8,363+24.4% | $4,237+145.6% |
| Admin fee / account holder | $35 | $630-94.5% | $11,616-99.7% | $593-94.1% |