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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,063 |
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 | $140,725 | $56,423+149.4% | $77,163+82.4% | $71,457+96.9% |
| Participation rate | 92.7% | 64.3%+28.3pp | 69.6%+23.1pp | 67.9%+24.7pp |
| Annual return | 15.96% | 19.05%-3.1pp | 37.87%-21.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $14,712 | $1,866+688.4% | $2,535+480.4% | $2,588+468.5% |
| Participant deferral / active EE | $12,771 | $3,142+306.5% | $3,833+233.2% | $4,289+197.8% |
| Admin fee / account holder | $52 | $1,429-96.4% | $5,472-99.0% | $1,587-96.7% |