Filed September 12, 2006 (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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $315,952 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,870 | $119,627+39.5% | $146,958+13.5% | $99,062+68.4% |
| Participation rate | 90.2% | 73.4%+16.8pp | 82.2%+8.1pp | 71.6%+18.6pp |
| Annual return | 17.38% | 28.82%-11.4pp | 418.34%-401.0pp | 17.66%-0.3pp |
| Employer contribution / active EE | $2,355 | $4,153-43.3% | $4,933-52.3% | $3,262-27.8% |
| Participant deferral / active EE | $7,057 | $7,997-11.8% | $8,070-12.6% | $5,331+32.4% |
| Admin fee / account holder | $71 | $150-52.3% | $12,998-99.5% | $109-34.5% |