Filed October 18, 2004
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,547 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,854 | $101,317+305.5% | $146,958+179.6% | $74,495+451.5% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 13.13% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $11,014 | $3,810+189.1% | $4,933+123.3% | $2,623+319.9% |
| Participant deferral / active EE | $13,960 | $7,303+91.2% | $8,070+73.0% | $4,346+221.2% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.1% |