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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $126,012 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,337 | $167,950+12.1% | $112,887+66.8% | $80,160+135.0% |
| Participation rate | 96.0% | 94.5%+1.5pp | 80.5%+15.5pp | 72.9%+23.0pp |
| Annual return | 21.97% | 18.78%+3.2pp | 34.10%-12.1pp | 40.38%-18.4pp |
| Employer contribution / active EE | $4,206 | $6,272-32.9% | $4,563-7.8% | $2,978+41.2% |
| Participant deferral / active EE | $9,853 | $9,8570% | $6,513+51.3% | $5,017+96.4% |
| Admin fee / account holder | $112 | $104+8.2% | $7,047-98.4% | $145-22.6% |