Filed October 10, 2005
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $123,050 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,743 | $98,217-51.4% | $105,722-54.8% | $63,975-25.4% |
| Participation rate | 43.3% | 81.9%-38.6pp | 78.9%-35.6pp | 71.1%-27.8pp |
| Annual return | 13.63% | 20.18%-6.6pp | 12.25%+1.4pp | 48.65%-35.0pp |
| Employer contribution / active EE | $1,372 | $4,802-71.4% | $4,079-66.4% | $2,182-37.1% |
| Participant deferral / active EE | $2,234 | $6,019-62.9% | $5,326-58.1% | $3,356-33.5% |
| Admin fee / account holder | $67 | $70-4.5% | $8,308-99.2% | $70-5.4% |