Filed January 5, 2005 (most recent of 2 filings on file)
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,903 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,907 | $88,515+40.0% | $162,163-23.6% | $67,579+83.4% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 23.50% | 27.04%-3.5pp | 115.59%-92.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $4,546 | $3,563+27.6% | $5,614-19.0% | $2,148+111.6% |
| Participant deferral / active EE | $8,533 | $5,724+49.1% | $7,298+16.9% | $3,539+141.1% |
| Admin fee / account holder | $39 | $124-68.8% | $10,843-99.6% | $142-72.9% |