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.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,559 | $117,025+26.1% | $91,541+61.2% | $85,563+72.5% |
| Participation rate | 74.4% | 64.2%+10.1pp | 69.8%+4.6pp | 66.0%+8.4pp |
| Annual return | 14.67% | 18.02%-3.4pp | 20.50%-5.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,935 | $2,120-8.7% | $2,505-22.7% | $2,654-27.1% |
| Participant deferral / active EE | $4,245 | $3,446+23.2% | $4,008+5.9% | $4,375-3.0% |
| Admin fee / account holder | $137 | $1,242-89.0% | $6,956-98.0% | $834-83.6% |