Filed April 14, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $40,030 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,799 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,959 | $100,801+1.1% | $149,696-31.9% | $73,409+38.9% |
| Participation rate | 98.2% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 13.84% | 265.34%-251.5pp | 276.60%-262.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $7,285 | $3,312+120.0% | $4,644+56.9% | $2,234+226.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $59 | $181-67.2% | $9,309-99.4% | $158-62.4% |