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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,610 | $100,227+22.3% | $169,993-27.9% | $74,419+64.8% |
| Participation rate | 98.9% | 87.3%+11.5pp | 87.0%+11.9pp | 70.7%+28.1pp |
| Annual return | 17.66% | 66.08%-48.4pp | 53.37%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,914 | $4,263-8.2% | $6,785-42.3% | $2,637+48.4% |
| Participant deferral / active EE | $5,398 | $7,143-24.4% | $10,408-48.1% | $4,528+19.2% |
| Admin fee / account holder | $57 | $234-75.7% | $12,815-99.6% | $348-83.6% |