Filed October 18, 2004
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) | $80,602 |
ASCENDE WEALTH ADVISERS INC2 years Filed as: ASCENDE WEALTH ADVISERS, INC. Service code 16 2700 POST OAK BLVD, · HOUSTON, FL 77056 | Consulting | $45,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,371 | $96,458+51.7% | $136,294+7.4% | $77,958+87.8% |
| Participation rate | 70.7% | 75.4%-4.7pp | 81.9%-11.3pp | 71.6%-1.0pp |
| Annual return | 17.88% | 23.78%-5.9pp | 5155.94%-5138.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $549 | $3,144-82.5% | $4,695-88.3% | $2,310-76.3% |
| Participant deferral / active EE | $7,663 | $5,902+29.8% | $6,247+22.7% | $3,537+116.7% |
| Admin fee / account holder | $104 | $80+29.3% | $9,243-98.9% | $97+6.8% |