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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,600 |
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 | $442,572 | $98,982+347.1% | $162,163+172.9% | $65,185+579.0% |
| Participation rate | 93.3% | 85.8%+7.6pp | 87.6%+5.8pp | 70.2%+23.1pp |
| Annual return | 21.66% | 24.84%-3.2pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $17,374 | $3,467+401.2% | $5,614+209.5% | $2,177+698.2% |
| Participant deferral / active EE | $21,543 | $5,384+300.1% | $7,298+195.2% | $3,514+513.1% |
| Admin fee / account holder | $109 | $596-81.8% | $10,843-99.0% | $847-87.2% |