Filed September 23, 2008
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) | $9,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,263 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,180 | $50,199+155.3% | $70,092+82.9% | $66,914+91.6% |
| Participation rate | 92.7% | 66.3%+26.4pp | 70.5%+22.3pp | 69.8%+22.9pp |
| Annual return | -15.01% | -13.85%-1.2pp | 190.73%-205.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $9,744 | $1,864+422.7% | $2,559+280.8% | $2,544+283.0% |
| Participant deferral / active EE | $8,183 | $3,112+162.9% | $3,849+112.6% | $4,237+93.1% |
| Admin fee / account holder | $55 | $600-90.8% | $6,267-99.1% | $593-90.7% |