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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,397 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,075 | $100,227+65.7% | $169,993-2.3% | $74,419+123.2% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 19.43% | 66.08%-46.7pp | 53.37%-33.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $5,267 | $4,263+23.5% | $6,785-22.4% | $2,637+99.7% |
| Participant deferral / active EE | $10,540 | $7,143+47.6% | $10,408+1.3% | $4,528+132.8% |
| Admin fee / account holder | $140 | $234-40.4% | $12,815-98.9% | $348-59.8% |