Filed November 9, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,766 |
Form 5500 reported that benefits due were not provided when due.
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 | $42,308 | $41,256+2.5% | $86,590-51.1% | $77,958-45.7% |
| Participation rate | 97.0% | 63.0%+34.0pp | 73.5%+23.4pp | 71.6%+25.3pp |
| Annual return | 21.60% | 17.67%+3.9pp | 964.84%-943.2pp | 20.87%+0.7pp |
| Employer contribution / active EE | $2,095 | $1,613+29.9% | $2,839-26.2% | $2,310-9.3% |
| Participant deferral / active EE | $2,414 | $2,332+3.5% | $3,609-33.1% | $3,537-31.7% |
| Admin fee / account holder | $16 | $71-76.7% | $4,906-99.7% | $97-83.1% |