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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,673 | $130,194+66.4% | $169,993+27.5% | $71,457+203.2% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.0%+9.3pp | 67.9%+28.4pp |
| Annual return | 17.55% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $6,040 | $4,381+37.9% | $6,785-11.0% | $2,588+133.4% |
| Participant deferral / active EE | $10,679 | $6,923+54.3% | $10,408+2.6% | $4,289+149.0% |
| Admin fee / account holder | $37 | $966-96.2% | $12,815-99.7% | $1,587-97.7% |