Filed February 21, 2006
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,034 | $87,870+17.3% | $113,168-9.0% | $74,304+38.7% |
| Participation rate | 70.1% | 70.7%-0.6pp | 76.6%-6.4pp | 60.3%+9.8pp |
| Annual return | 21.23% | 26.44%-5.2pp | 24.27%-3.0pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,508 | $2,277+10.1% | $2,975-15.7% | $2,241+11.9% |
| Participant deferral / active EE | $5,759 | $4,241+35.8% | $5,107+12.8% | $3,767+52.9% |
| Admin fee / account holder | $41 | $3,368-98.8% | $12,068-99.7% | $2,969-98.6% |