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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,706 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,308 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,247 | $86,897+77.5% | $151,611+1.7% | $64,808+138.0% |
| Participation rate | 98.1% | 87.3%+10.9pp | 87.5%+10.6pp | 71.5%+26.7pp |
| Annual return | -14.94% | -3.57%-11.4pp | 3.33%-18.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $8,358 | $4,010+108.4% | $6,166+35.5% | $2,506+233.5% |
| Participant deferral / active EE | $8,385 | $6,690+25.3% | $8,363+0.3% | $4,310+94.5% |
| Admin fee / account holder | $51 | $153-66.3% | $11,616-99.6% | $188-72.6% |