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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,627 | $88,770-14.8% | $109,143-30.7% | $93,030-18.7% |
| Participation rate | 97.0% | 81.5%+15.5pp | 75.9%+21.1pp | 73.9%+23.1pp |
| Annual return | 18.86% | 60.64%-41.8pp | 25.75%-6.9pp | 158.70%-139.8pp |
| Employer contribution / active EE | $1,584 | $3,780-58.1% | $3,722-57.4% | $2,706-41.4% |
| Participant deferral / active EE | $6,764 | $3,630+86.3% | $4,653+45.4% | $4,562+48.3% |
| Admin fee / account holder | $47 | $172-72.6% | $6,752-99.3% | $152-68.9% |