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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,062 | $111,608+34.5% | $177,821-15.6% | $73,409+104.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 19.16% | 18.23%+0.9pp | 48.32%-29.2pp | 59.29%-40.1pp |
| Employer contribution / active EE | $4,672 | $3,796+23.1% | $5,918-21.1% | $2,234+109.2% |
| Participant deferral / active EE | $9,178 | $6,199+48.1% | $7,714+19.0% | $3,805+141.2% |
| Admin fee / account holder | $36 | $166-78.2% | $12,427-99.7% | $158-77.2% |