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 Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $154 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,203,157 | $51,620+2230.8% | $90,281+1232.7% | $65,185+1745.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 15.72% | 24.94%-9.2pp | 78.10%-62.4pp | 29.38%-13.7pp |
| Employer contribution / active EE | $22,817 | $2,235+921.1% | $2,854+699.4% | $2,177+948.3% |
| Participant deferral / active EE | $92 | $2,871-96.8% | $3,885-97.6% | $3,514-97.4% |
| Admin fee / account holder | $3 | $384-99.3% | $5,351-99.9% | $847-99.7% |