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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,159 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,565 |
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 | $55,802 | $66,051-15.5% | $92,893-39.9% | $77,787-28.3% |
| Participation rate | 96.6% | 81.0%+15.6pp | 76.0%+20.6pp | 73.2%+23.4pp |
| Annual return | 29.27% | 20.69%+8.6pp | 109.41%-80.1pp | 32.57%-3.3pp |
| Employer contribution / active EE | $1,658 | $3,426-51.6% | $3,653-54.6% | $2,504-33.8% |
| Participant deferral / active EE | $6,179 | $3,013+105.0% | $4,236+45.9% | $3,967+55.7% |
| Admin fee / account holder | $72 | $148-51.1% | $5,794-98.8% | $100-27.7% |