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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,108 |
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 | $76,026 | $62,543+21.6% | $83,333-8.8% | $55,725+36.4% |
| Participation rate | 81.1% | 78.4%+2.7pp | 77.8%+3.3pp | 70.9%+10.3pp |
| Annual return | -2.18% | 14.85%-17.0pp | 10.63%-12.8pp | 244.93%-247.1pp |
| Employer contribution / active EE | $2,996 | $2,427+23.4% | $3,379-11.3% | $2,078+44.2% |
| Participant deferral / active EE | $4,820 | $5,682-15.2% | $5,565-13.4% | $3,356+43.6% |
| Admin fee / account holder | $35 | $103-66.3% | $7,510-99.5% | $115-69.9% |