Filed December 9, 2003
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,798 | $66,528+102.6% | $86,874+55.2% | $86,799+55.3% |
| Participation rate | 71.2% | 72.4%-1.2pp | 71.6%-0.5pp | 72.3%-1.1pp |
| Annual return | 14.70% | 19.56%-4.9pp | 63.52%-48.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,548 | $2,007-22.9% | $2,495-38.0% | $2,405-35.7% |
| Participant deferral / active EE | $3,251 | $3,240+0.3% | $3,699-12.1% | $4,131-21.3% |
| Admin fee / account holder | $74 | $148-49.8% | $5,828-98.7% | $170-56.2% |