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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,518 |
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 | $178,861 | $100,227+78.5% | $169,993+5.2% | $74,419+140.3% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 19.62% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $9,518 | $4,263+123.3% | $6,785+40.3% | $2,637+260.9% |
| Participant deferral / active EE | $9,479 | $7,143+32.7% | $10,408-8.9% | $4,528+109.3% |
| Admin fee / account holder | $55 | $234-76.6% | $12,815-99.6% | $348-84.2% |