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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,460 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,040 | $88,480-22.0% | $96,683-28.6% | $80,160-13.9% |
| Participation rate | 94.5% | 79.9%+14.7pp | 74.3%+20.2pp | 72.9%+21.6pp |
| Annual return | 23.46% | 22.53%+0.9pp | 35.69%-12.2pp | 40.38%-16.9pp |
| Employer contribution / active EE | $1,553 | $4,176-62.8% | $3,737-58.4% | $2,978-47.9% |
| Participant deferral / active EE | $7,289 | $3,959+84.1% | $4,878+49.4% | $5,017+45.3% |
| Admin fee / account holder | $36 | $212-82.8% | $6,730-99.5% | $145-74.9% |