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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $277,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $195,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,288 | $104,697+28.3% | $96,544+39.1% | $80,160+67.5% |
| Participation rate | 93.1% | 86.4%+6.7pp | 76.0%+17.2pp | 72.9%+20.2pp |
| Annual return | 18.05% | 21.78%-3.7pp | 25.84%-7.8pp | 40.38%-22.3pp |
| Employer contribution / active EE | $5,524 | $3,536+56.2% | $2,965+86.3% | $2,978+85.5% |
| Participant deferral / active EE | $8,842 | $6,188+42.9% | $4,851+82.3% | $5,017+76.2% |
| Admin fee / account holder | $275 | $107+157.3% | $8,252-96.7% | $145+89.5% |