Filed January 5, 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) | $7,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,081 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,838 | $65,592+32.4% | $90,160-3.7% | $69,631+24.7% |
| Participation rate | 87.7% | 77.6%+10.1pp | 76.9%+10.9pp | 70.7%+17.0pp |
| Annual return | 16.79% | 57.10%-40.3pp | 34.88%-18.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3,656 | $2,193+66.7% | $3,318+10.2% | $2,032+79.9% |
| Participant deferral / active EE | $6,131 | $5,257+16.6% | $5,288+15.9% | $3,224+90.2% |
| Admin fee / account holder | $42 | $86-50.8% | $5,943-99.3% | $110-61.9% |