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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,231 | $72,254+65.0% | $86,677+37.6% | $64,808+84.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.6%+18.4pp | 71.5%+23.5pp |
| Annual return | -14.32% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,957 | $2,393+23.6% | $2,836+4.3% | $2,506+18.0% |
| Participant deferral / active EE | $7,817 | $4,658+67.8% | $4,656+67.9% | $4,310+81.4% |
| Admin fee / account holder | $42 | $174-76.1% | $7,493-99.4% | $188-77.9% |