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 | $67,763 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,211 |
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 | $29,115 | $41,467-29.8% | $67,313-56.7% | $55,725-47.8% |
| Participation rate | 98.8% | 62.5%+36.3pp | 69.1%+29.7pp | 70.9%+27.9pp |
| Annual return | -3.62% | 0.82%-4.4pp | -4.08%+0.5pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,823 | $1,316+38.5% | $2,566-28.9% | $2,078-12.3% |
| Participant deferral / active EE | $3,453 | $2,399+43.9% | $3,568-3.2% | $3,356+2.9% |
| Admin fee / account holder | $86 | $102-15.7% | $4,507-98.1% | $115-25.3% |