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 | $50,358 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,081 | $82,202+21.7% | $125,339-20.2% | $64,808+54.4% |
| Participation rate | 99.3% | 77.9%+21.5pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | -14.88% | 3.48%-18.4pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $8,504 | $3,615+135.2% | $4,814+76.7% | $2,506+239.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $68 | $163-58.4% | $10,010-99.3% | $188-63.8% |