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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,551 |
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 | $89,270 | $69,231+28.9% | $91,989-3.0% | $67,579+32.1% |
| Participation rate | 86.7% | 78.9%+7.8pp | 78.6%+8.0pp | 71.3%+15.4pp |
| Annual return | 22.93% | 32.03%-9.1pp | 69.02%-46.1pp | 378.56%-355.6pp |
| Employer contribution / active EE | $3,227 | $2,284+41.3% | $3,452-6.5% | $2,148+50.2% |
| Participant deferral / active EE | $5,172 | $5,854-11.6% | $5,923-12.7% | $3,539+46.1% |
| Admin fee / account holder | $35 | $107-67.2% | $7,743-99.5% | $142-75.2% |