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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,416 | $99,078+32.6% | $96,544+36.1% | $74,419+76.6% |
| Participation rate | 96.4% | 80.7%+15.7pp | 76.0%+20.4pp | 70.7%+25.6pp |
| Annual return | 18.42% | 22.48%-4.1pp | 25.84%-7.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,928 | $2,570+13.9% | $2,965-1.3% | $2,637+11.0% |
| Participant deferral / active EE | $7,599 | $4,933+54.0% | $4,851+56.7% | $4,528+67.8% |
| Admin fee / account holder | $38 | $225-83.0% | $8,252-99.5% | $348-89.0% |