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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,625 |
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 | $73,887 | $73,404+0.7% | $87,100-15.2% | $67,579+9.3% |
| Participation rate | 52.6% | 80.9%-28.3pp | 76.9%-24.3pp | 71.3%-18.7pp |
| Annual return | 26.81% | 48.29%-21.5pp | 28.19%-1.4pp | 378.56%-351.8pp |
| Employer contribution / active EE | $816 | $2,014-59.5% | $2,521-67.6% | $2,148-62.0% |
| Participant deferral / active EE | $2,754 | $3,913-29.6% | $4,049-32.0% | $3,539-22.2% |
| Admin fee / account holder | $54 | $142-61.6% | $7,497-99.3% | $142-61.7% |