Filed May 5, 2005
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $251,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | $164,857 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,692 | $110,299+29.4% | $102,423+39.3% | $199,593-28.5% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.9pp |
| Annual return | 12.47% | 35.73%-23.3pp | 29.32%-16.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $5,147 | $3,603+42.8% | $3,023+70.2% | $3,034+69.6% |
| Participant deferral / active EE | $8,237 | $6,376+29.2% | $5,053+63.0% | $5,087+61.9% |
| Admin fee / account holder | $253 | $122+107.3% | $9,451-97.3% | $269-5.7% |