Filed April 22, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,862 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,278 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,170 | $53,165-30.1% | $86,188-56.9% | $74,419-50.1% |
| Participation rate | 82.9% | 64.9%+18.1pp | 69.0%+14.0pp | 70.7%+12.2pp |
| Annual return | 15.51% | 22.64%-7.1pp | 1168.45%-1152.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $583 | $1,210-51.8% | $2,380-75.5% | $2,637-77.9% |
| Participant deferral / active EE | $4,666 | $3,234+44.3% | $3,985+17.1% | $4,528+3.0% |
| Admin fee / account holder | $187 | $551-66.1% | $6,852-97.3% | $348-46.3% |