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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,276 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,219 |
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 | $139,857 | $73,404+90.5% | $87,100+60.6% | $67,579+107.0% |
| Participation rate | 97.4% | 80.9%+16.6pp | 76.9%+20.6pp | 71.3%+26.2pp |
| Annual return | 20.72% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,741 | $2,014-13.5% | $2,521-30.9% | $2,148-18.9% |
| Participant deferral / active EE | $6,172 | $3,913+57.7% | $4,049+52.4% | $3,539+74.4% |
| Admin fee / account holder | $6 | $142-95.6% | $7,497-99.9% | $142-95.6% |