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 | $58,845 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,156 | $84,784+52.3% | $98,439+31.2% | $74,419+73.6% |
| Participation rate | 96.6% | 81.5%+15.1pp | 75.2%+21.5pp | 70.7%+25.9pp |
| Annual return | 18.69% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $6,101 | $3,364+81.3% | $3,048+100.2% | $2,637+131.3% |
| Participant deferral / active EE | $6,874 | $5,218+31.7% | $4,738+45.1% | $4,528+51.8% |
| Admin fee / account holder | $118 | $204-42.2% | $8,948-98.7% | $348-66.0% |