Filed November 8, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,549 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,043 | $65,118-7.8% | $76,768-21.8% | $55,725+7.7% |
| Participation rate | 52.6% | 79.6%-27.1pp | 77.0%-24.4pp | 70.9%-18.3pp |
| Annual return | -5.87% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $794 | $1,941-59.1% | $2,485-68.0% | $2,078-61.8% |
| Participant deferral / active EE | $2,614 | $3,688-29.1% | $3,852-32.1% | $3,356-22.1% |
| Admin fee / account holder | $47 | $116-59.2% | $6,675-99.3% | $115-59.0% |