Filed December 10, 2009
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) | $10,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,543 |
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 | $57,317 | $50,106+14.4% | $70,014-18.1% | $57,658-0.6% |
| Participation rate | 82.4% | 70.9%+11.5pp | 71.8%+10.6pp | 70.2%+12.2pp |
| Annual return | 3.86% | 14.58%-10.7pp | 12.99%-9.1pp | 5.13%-1.3pp |
| Employer contribution / active EE | $2,691 | $1,739+54.7% | $2,338+15.1% | $1,974+36.3% |
| Participant deferral / active EE | $1,898 | $2,486-23.6% | $2,931-35.2% | $3,061-38.0% |
| Admin fee / account holder | -$5 | $89-105.5% | $4,380-100.1% | $95-105.2% |