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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,673 |
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 | $506,570 | $136,307+271.6% | $177,821+184.9% | $73,488+589.3% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.7%+6.2pp | 70.7%+23.3pp |
| Annual return | 19.44% | 18.68%+0.8pp | 48.32%-28.9pp | 28.51%-9.1pp |
| Employer contribution / active EE | $18,088 | $3,712+387.3% | $5,918+205.6% | $2,270+696.8% |
| Participant deferral / active EE | $22,458 | $5,829+285.3% | $7,714+191.1% | $3,740+500.6% |
| Admin fee / account holder | -$110 | $596-118.5% | $12,427-100.9% | $513-121.4% |