Filed March 12, 1998 (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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,372 | $111,608+50.9% | $177,821-5.3% | $73,409+129.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.00% | 18.23%-1.2pp | 48.32%-31.3pp | 59.29%-42.3pp |
| Employer contribution / active EE | $12,986 | $3,796+242.1% | $5,918+119.4% | $2,234+481.4% |
| Participant deferral / active EE | $6,282 | $6,199+1.3% | $7,714-18.6% | $3,805+65.1% |
| Admin fee / account holder | -$81 | $166-148.6% | $12,427-100.6% | $158-151.0% |