Filed October 9, 2003
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) | $16,211 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,347 |
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 | $126,383 | $65,118+94.1% | $76,768+64.6% | $55,725+126.8% |
| Participation rate | 95.6% | 79.6%+16.0pp | 77.0%+18.7pp | 70.9%+24.8pp |
| Annual return | -4.22% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,592 | $1,941-18.0% | $2,485-35.9% | $2,078-23.4% |
| Participant deferral / active EE | $5,731 | $3,688+55.4% | $3,852+48.8% | $3,356+70.8% |
| Admin fee / account holder | -$27 | $116-123.3% | $6,675-100.4% | $115-123.5% |