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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,830 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,826 | $58,320+42.0% | $86,436-4.2% | $66,914+23.8% |
| Participation rate | 92.2% | 78.6%+13.6pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -15.67% | -9.71%-6.0pp | 4394.89%-4410.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,066 | $2,615+17.2% | $3,769-18.6% | $2,544+20.5% |
| Participant deferral / active EE | $4,967 | $6,899-28.0% | $6,952-28.5% | $4,237+17.2% |
| Admin fee / account holder | $176 | $546-67.8% | $6,731-97.4% | $593-70.4% |