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 | $93,351+7.3% | $62,929+59.1% | $79,634+25.8% |
| Participation rate | 90.8% | 74.6%+16.2pp | 73.1%+17.7pp | 62.5%+28.4pp |
| Annual return | 21.21% | 14.37%+6.8pp | 1063.93%-1042.7pp | 36.46%-15.3pp |
| Employer contribution / active EE | $3,943 | $3,135+25.8% | $2,505+57.4% | $2,529+55.9% |
| Participant deferral / active EE | $8,280 | $3,921+111.2% | $3,888+112.9% | $3,835+115.9% |
| Admin fee / account holder | $42 | $229-81.5% | $5,065-99.2% | $1,002-95.8% |