Filed July 15, 2008 (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 6-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 37 · EIN 04-2647786 | Loan Processing | $122,473 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,739 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $102,616-100.0% | $81,983-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.2%-69.2pp | 82.0%-82.0pp |
| Annual return | -93.02% | 61.04%-154.1pp | 41.31%-134.3pp | 302.83%-395.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |