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 | $40,358 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,211 | $93,131+47.3% | $106,548+28.8% | $86,799+58.1% |
| Participation rate | 95.9% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.6pp |
| Annual return | 17.68% | 19.45%-1.8pp | 26.80%-9.1pp | 97.91%-80.2pp |
| Employer contribution / active EE | $5,219 | $2,895+80.3% | $2,819+85.2% | $2,405+117.0% |
| Participant deferral / active EE | $5,744 | $4,708+22.0% | $4,398+30.6% | $4,131+39.0% |
| Admin fee / account holder | $82 | $145-43.6% | $7,407-98.9% | $170-51.7% |