Filed October 29, 1998
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 | $563,623 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,793 |
AFS ADVISORS, LLC7+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $50,000 |
Filed as: MOODY,FAMIGLIETTI,AND ANDRONICO,LLP Service code 10 · EIN 04-3077056 | Accounting | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,598 | $41,850+63.9% | $96,562-29.0% | $101,517-32.4% |
| Participation rate | 79.2% | 58.3%+21.0pp | 69.8%+9.4pp | 74.6%+4.7pp |
| Annual return | 11.98% | 16.51%-4.5pp | 37.78%-25.8pp | 21.00%-9.0pp |
| Employer contribution / active EE | $1,614 | $929+73.8% | $2,356-31.5% | $2,973-45.7% |
| Participant deferral / active EE | $2,781 | $1,934+43.8% | $3,849-27.7% | $4,873-42.9% |
| Admin fee / account holder | $87 | $73+20.1% | $6,181-98.6% | $139-37.3% |