Filed June 10, 2005 (most recent of 3 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,725 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,818 |
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 | $103,353 | $74,347+39.0% | $93,606+10.4% | $67,579+52.9% |
| Participation rate | 96.9% | 80.6%+16.3pp | 75.8%+21.1pp | 71.3%+25.6pp |
| Annual return | 21.33% | 28.07%-6.7pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $4,639 | $2,583+79.6% | $2,718+70.7% | $2,148+116.0% |
| Participant deferral / active EE | $5,232 | $4,060+28.9% | $4,069+28.6% | $3,539+47.8% |
| Admin fee / account holder | $34 | $123-72.6% | $7,888-99.6% | $142-76.4% |