Filed August 31, 2007
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 7-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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,785 |
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 | $100,146 | $96,018+4.3% | $65,493+52.9% | $85,563+17.0% |
| Participation rate | 90.8% | 74.8%+16.0pp | 73.1%+17.7pp | 66.0%+24.9pp |
| Annual return | 21.21% | 14.51%+6.7pp | 982.45%-961.2pp | 31.51%-10.3pp |
| Employer contribution / active EE | $3,943 | $3,235+21.9% | $2,574+53.2% | $2,654+48.6% |
| Participant deferral / active EE | $8,280 | $4,055+104.2% | $3,961+109.0% | $4,375+89.2% |
| Admin fee / account holder | $42 | $271-84.4% | $5,028-99.2% | $834-94.9% |