Filed July 11, 2005 (most recent of 2 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 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,322 |
Service code 37 · EIN 04-2647768 | Loan Processing | -$219,920 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,347 | $144,604-3.6% | $88,497+57.5% | $63,975+117.8% |
| Participation rate | 91.3% | 91.8%-0.5pp | 82.4%+8.9pp | 71.1%+20.2pp |
| Annual return | 6.27% | 9.63%-3.4pp | 7.63%-1.4pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,062 | $4,008-23.6% | $4,036-24.1% | $2,182+40.3% |
| Participant deferral / active EE | $7,022 | $7,027-0.1% | $4,899+43.3% | $3,356+109.2% |
| Admin fee / account holder | -$96 | $78-222.9% | $6,220-101.5% | $70-236.8% |