Filed January 13, 2010 (most recent of 7 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,194 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $53,387 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,120 | $112,623+28.0% | $106,213+35.7% | $199,593-27.8% |
| Participation rate | 98.6% | 86.2%+12.3pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 15.86% | 15.57%+0.3pp | 116.14%-100.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $6,287 | $4,575+37.4% | $3,171+98.2% | $3,034+107.2% |
| Participant deferral / active EE | $6,528 | $6,659-2.0% | $5,016+30.1% | $5,087+28.3% |
| Admin fee / account holder | $36 | $107-66.2% | $11,033-99.7% | $269-86.6% |