Filed October 19, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,725 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,007 | $79,523+84.9% | $140,016+5.0% | $56,287+161.2% |
| Participation rate | 96.3% | 85.7%+10.6pp | 87.5%+8.8pp | 69.9%+26.4pp |
| Annual return | -3.73% | 2.39%-6.1pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $7,343 | $3,350+119.2% | $5,606+31.0% | $2,111+247.9% |
| Participant deferral / active EE | $6,702 | $5,129+30.7% | $6,927-3.2% | $3,350+100.1% |
| Admin fee / account holder | $41 | $614-93.4% | $10,705-99.6% | $521-92.2% |