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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,537 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,900 | $66,813+51.0% | $100,516+0.4% | $73,488+37.3% |
| Participation rate | 90.2% | 77.5%+12.7pp | 79.4%+10.8pp | 70.7%+19.5pp |
| Annual return | 12.66% | 25.70%-13.0pp | 30.89%-18.2pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,738 | $2,147+74.1% | $3,418+9.4% | $2,270+64.6% |
| Participant deferral / active EE | $6,051 | $5,883+2.8% | $6,270-3.5% | $3,740+61.8% |
| Admin fee / account holder | $40 | $512-92.2% | $8,081-99.5% | $513-92.3% |