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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,925 | $111,491+52.4% | $189,513-10.3% | $86,799+95.8% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.6pp |
| Annual return | 15.83% | 83.50%-67.7pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $4,809 | $3,951+21.7% | $6,162-22.0% | $2,405+99.9% |
| Participant deferral / active EE | $9,811 | $6,437+52.4% | $8,221+19.3% | $4,131+137.5% |
| Admin fee / account holder | $61 | $189-67.5% | $12,045-99.5% | $170-63.8% |