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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,709 |
SUTTON FROST CARY LLP4 years Service code 10 · EIN 75-2593210 | Accounting | $20,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,421 | $95,388+49.3% | $125,339+13.6% | $77,904+82.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 82.4%+9.3pp | 73.7%+18.0pp |
| Annual return | -16.97% | 116.19%-133.2pp | 572.05%-589.0pp | 12.21%-29.2pp |
| Employer contribution / active EE | $7,865 | $3,666+114.5% | $4,814+63.4% | $2,848+176.2% |
| Participant deferral / active EE | $8,152 | $7,711+5.7% | $7,446+9.5% | $4,806+69.6% |
| Admin fee / account holder | $85 | $119-28.4% | $10,010-99.2% | $133-35.8% |