Filed July 21, 2008
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,107 |
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 | $199,507 | $71,666+178.4% | $117,854+69.3% | $69,631+186.5% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 18.40% | 18.86%-0.5pp | 335.08%-316.7pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $5,673 | $1,889+200.3% | $3,786+49.8% | $2,032+179.1% |
| Participant deferral / active EE | $7,639 | $3,340+128.8% | $4,482+70.5% | $3,224+137.0% |
| Admin fee / account holder | $28 | $120-76.6% | $8,020-99.6% | $110-74.5% |