Filed September 5, 2003 (most recent of 3 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,169 | $180,101-32.2% | $94,646+29.1% | - |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.8%+14.1pp | - |
| Annual return | 31.32% | 26.55%+4.8pp | 156.71%-125.4pp | - |
| Employer contribution / active EE | $1,175 | $2,353-50.0% | $3,672-68.0% | - |
| Participant deferral / active EE | $4,613 | $4,104+12.4% | $7,418-37.8% | - |
| Admin fee / account holder | $38 | $23,406-99.8% | $7,231-99.5% | - |