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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,355 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,694 | $76,774-24.9% | $112,228-48.6% | $77,904-25.9% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.1%+19.0pp | 73.7%+20.4pp |
| Annual return | -16.99% | -10.25%-6.7pp | 27.45%-44.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,477 | $3,977-62.9% | $3,635-59.4% | $2,848-48.1% |
| Participant deferral / active EE | $6,893 | $3,778+82.4% | $4,728+45.8% | $4,806+43.4% |
| Admin fee / account holder | $54 | $239-77.4% | $6,410-99.2% | $133-59.2% |