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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,019 | $81,719-15.5% | $101,248-31.8% | $90,288-23.6% |
| Participation rate | 97.0% | 80.7%+16.2pp | 75.8%+21.1pp | 73.4%+23.6pp |
| Annual return | 25.60% | 337.64%-312.0pp | 46.47%-20.9pp | 53.97%-28.4pp |
| Employer contribution / active EE | $1,716 | $3,622-52.6% | $3,660-53.1% | $2,524-32.0% |
| Participant deferral / active EE | $6,669 | $3,310+101.5% | $4,370+52.6% | $4,232+57.6% |
| Admin fee / account holder | $48 | $162-70.4% | $5,945-99.2% | $114-57.9% |