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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,685 |
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 | $190,028 | $71,142+167.1% | $119,609+58.9% | $64,808+193.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -19.41% | -10.01%-9.4pp | -14.97%-4.4pp | 32.82%-52.2pp |
| Employer contribution / active EE | $6,575 | $2,497+163.3% | $4,232+55.4% | $2,506+162.4% |
| Participant deferral / active EE | $9,492 | $4,490+111.4% | $5,602+69.4% | $4,310+120.2% |
| Admin fee / account holder | $25 | $162-84.5% | $10,323-99.8% | $188-86.7% |