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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,551 |
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 | $174,005 | $62,267+179.5% | $110,238+57.8% | $55,725+212.3% |
| Participation rate | 96.2% | 78.1%+18.0pp | 79.8%+16.4pp | 70.9%+25.3pp |
| Annual return | -4.63% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $5,530 | $1,941+184.9% | $3,826+44.5% | $2,078+166.1% |
| Participant deferral / active EE | $7,774 | $3,516+121.1% | $4,672+66.4% | $3,356+131.7% |
| Admin fee / account holder | $37 | $121-69.7% | $8,547-99.6% | $115-68.2% |