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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,618 |
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 | $553,162 | $130,194+324.9% | $169,993+225.4% | $71,457+674.1% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.0%+8.1pp | 67.9%+27.2pp |
| Annual return | 20.47% | 20.37%+0.1pp | 53.37%-32.9pp | 28.85%-8.4pp |
| Employer contribution / active EE | $21,672 | $4,381+394.6% | $6,785+219.4% | $2,588+737.5% |
| Participant deferral / active EE | $27,315 | $6,923+294.6% | $10,408+162.5% | $4,289+536.9% |
| Admin fee / account holder | -$34 | $966-103.5% | $12,815-100.3% | $1,587-102.1% |