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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $287,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $231,758 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,299 | $130,141-3.7% | $86,677+44.6% | $77,904+60.8% |
| Participation rate | 87.8% | 85.9%+1.9pp | 76.6%+11.3pp | 73.7%+14.2pp |
| Annual return | -15.81% | -12.75%-3.1pp | 35.91%-51.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $5,242 | $3,220+62.8% | $2,836+84.8% | $2,848+84.1% |
| Participant deferral / active EE | $8,638 | $5,757+50.0% | $4,656+85.5% | $4,806+79.7% |
| Admin fee / account holder | $317 | $132+140.4% | $7,493-95.8% | $133+138.9% |