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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,795 | $91,372+126.3% | $129,995+59.1% | $74,419+177.9% |
| Participation rate | 98.4% | 77.8%+20.6pp | 78.5%+19.9pp | 70.7%+27.7pp |
| Annual return | 20.24% | 23.21%-3.0pp | -137.18%+157.4pp | 34.38%-14.1pp |
| Employer contribution / active EE | $6,484 | $2,563+152.9% | $4,320+50.1% | $2,637+145.8% |
| Participant deferral / active EE | $9,402 | $4,721+99.2% | $5,820+61.5% | $4,528+107.6% |
| Admin fee / account holder | $26 | $283-90.8% | $10,614-99.8% | $348-92.5% |