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 | $55,515 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,428 | $92,055+47.1% | $106,213+27.5% | $77,643+74.4% |
| Participation rate | 93.2% | 81.0%+12.2pp | 75.3%+17.9pp | 70.6%+22.6pp |
| Annual return | 15.18% | 17.91%-2.7pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $6,212 | $3,367+84.5% | $3,171+95.9% | $2,726+127.9% |
| Participant deferral / active EE | $7,043 | $5,386+30.8% | $5,016+40.4% | $4,647+51.6% |
| Admin fee / account holder | $109 | $219-50.2% | $11,033-99.0% | $430-74.7% |