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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $1,284,479 | $66,124+1842.5% | $90,404+1320.8% | $73,488+1647.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 12.41% | 17.65%-5.2pp | 1293.02%-1280.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $21,434 | $2,346+813.5% | $3,262+557.1% | $2,270+844.2% |
| Participant deferral / active EE | $110 | $3,039-96.4% | $3,963-97.2% | $3,740-97.1% |
| Admin fee / account holder | $18 | $396-95.5% | $5,611-99.7% | $513-96.5% |