Filed April 19, 2005 (most recent of 2 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) | $12,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,394 | $86,897+24.7% | $151,611-28.5% | $64,808+67.3% |
| Participation rate | 98.4% | 87.3%+11.2pp | 87.5%+10.9pp | 71.5%+27.0pp |
| Annual return | -15.44% | -3.57%-11.9pp | 3.33%-18.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $4,075 | $4,010+1.6% | $6,166-33.9% | $2,506+62.6% |
| Participant deferral / active EE | $5,238 | $6,690-21.7% | $8,363-37.4% | $4,310+21.5% |
| Admin fee / account holder | $50 | $153-67.6% | $11,616-99.6% | $188-73.6% |