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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,931 |
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 | $221,754 | $78,419+182.8% | $133,956+65.5% | $73,409+202.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 23.80% | 33.35%-9.5pp | 45.09%-21.3pp | 59.29%-35.5pp |
| Employer contribution / active EE | $5,834 | $2,044+185.5% | $3,919+48.9% | $2,234+161.2% |
| Participant deferral / active EE | $8,656 | $3,925+120.5% | $5,048+71.5% | $3,805+127.5% |
| Admin fee / account holder | $39 | $161-75.9% | $8,927-99.6% | $158-75.4% |