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 | $40,941 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,829 | $69,477+59.5% | $94,646+17.1% | $71,457+55.1% |
| Participation rate | 92.6% | 78.4%+14.1pp | 80.8%+11.7pp | 67.9%+24.6pp |
| Annual return | 17.63% | 29.66%-12.0pp | 156.71%-139.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,909 | $2,853+37.0% | $3,672+6.4% | $2,588+51.0% |
| Participant deferral / active EE | $6,234 | $7,345-15.1% | $7,418-16.0% | $4,289+45.4% |
| Admin fee / account holder | $193 | $1,210-84.1% | $7,231-97.3% | $1,587-87.9% |