Filed April 17, 2007 (most recent of 4 filings on file)
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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 10 · EIN 33-0905143 | Accounting | $92,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,970 |
EADS1+ years Service code 10 · EIN 75-2593210 | Accounting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,896 |
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 | $119,696 | $88,324+35.5% | $115,037+4.1% | $55,191+116.9% |
| Participation rate | 95.4% | 72.5%+22.8pp | 81.4%+14.0pp | 69.2%+26.2pp |
| Annual return | 0.64% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $8,437 | $2,805+200.8% | $4,608+83.1% | $1,899+344.3% |
| Participant deferral / active EE | $7,236 | $5,042+43.5% | $6,026+20.1% | $3,046+137.5% |
| Admin fee / account holder | $39 | $105-63.2% | $8,175-99.5% | $91-57.3% |