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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,349 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,075 | $102,553+362.3% | $151,611+212.7% | $66,914+608.5% |
| Participation rate | 90.6% | 85.5%+5.1pp | 87.5%+3.1pp | 69.8%+20.8pp |
| Annual return | -15.99% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $18,962 | $4,180+353.6% | $6,166+207.5% | $2,544+645.3% |
| Participant deferral / active EE | $25,810 | $6,641+288.7% | $8,363+208.6% | $4,237+509.2% |
| Admin fee / account holder | -$6 | $630-100.9% | $11,616-100.1% | $593-101.0% |