Filed July 10, 2007
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,006 |
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 | $48,339 | $60,396-20.0% | $83,848-42.3% | $75,289-35.8% |
| Participation rate | 92.4% | 80.7%+11.6pp | 76.1%+16.2pp | 72.4%+19.9pp |
| Annual return | -5.53% | 3.84%-9.4pp | 850.88%-856.4pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,539 | $3,343-54.0% | $3,631-57.6% | $2,405-36.0% |
| Participant deferral / active EE | $5,813 | $2,922+98.9% | $4,082+42.4% | $3,739+55.5% |
| Admin fee / account holder | $30 | $141-78.5% | $5,478-99.4% | $102-70.3% |