Filed December 3, 1999
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,986 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,508,915 | $50,637+2879.9% | $86,590+1642.6% | $62,292+2322.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.28% | 20.80%-7.5pp | 964.84%-951.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $23,696 | $2,075+1041.8% | $2,839+734.6% | $2,042+1060.3% |
| Participant deferral / active EE | $8,325 | $2,611+218.8% | $3,609+130.7% | $3,169+162.7% |
| Admin fee / account holder | $185 | $413-55.2% | $4,906-96.2% | $479-61.4% |