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 | $45,647 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,869 |
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 | $114,662 | $104,317+9.9% | $159,436-28.1% | $86,799+32.1% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.6pp | 72.3%+26.2pp |
| Annual return | 13.63% | 26.32%-12.7pp | 263.57%-249.9pp | 97.91%-84.3pp |
| Employer contribution / active EE | $7,673 | $3,451+122.4% | $4,829+58.9% | $2,405+219.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $62 | $172-64.2% | $10,799-99.4% | $170-63.7% |