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 | $98,332 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,992 |
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 | $33,267 | $46,423-28.3% | $75,886-56.2% | $67,579-50.8% |
| Participation rate | 92.5% | 63.1%+29.5pp | 69.3%+23.2pp | 71.3%+21.2pp |
| Annual return | 25.04% | 32.29%-7.3pp | 30.76%-5.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,856 | $1,406+32.0% | $2,500-25.8% | $2,148-13.6% |
| Participant deferral / active EE | $3,438 | $2,564+34.1% | $3,603-4.6% | $3,539-2.9% |
| Admin fee / account holder | $111 | $132-16.1% | $5,418-98.0% | $142-22.3% |