Filed November 22, 1999
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,888 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $358,063 | $79,523+350.3% | $140,016+155.7% | $56,287+536.1% |
| Participation rate | 92.9% | 85.7%+7.2pp | 87.5%+5.4pp | 69.9%+23.1pp |
| Annual return | -4.69% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $16,158 | $3,350+382.3% | $5,606+188.2% | $2,111+665.4% |
| Participant deferral / active EE | $19,586 | $5,129+281.9% | $6,927+182.7% | $3,350+484.7% |
| Admin fee / account holder | $83 | $614-86.5% | $10,705-99.2% | $521-84.1% |