Filed March 14, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,727 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,420 | $75,760+15.4% | $123,104-29.0% | $59,188+47.7% |
| Participation rate | 96.6% | 86.0%+10.6pp | 86.8%+9.8pp | 69.4%+27.2pp |
| Annual return | 0.24% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $6,658 | $3,415+94.9% | $5,151+29.2% | $2,098+217.4% |
| Participant deferral / active EE | $5,381 | $5,000+7.6% | $6,230-13.6% | $3,265+64.8% |
| Admin fee / account holder | $28 | $61-53.6% | $9,015-99.7% | $92-69.4% |