Filed April 7, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,537 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,010 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,769 | $65,118+59.4% | $76,768+35.2% | $55,725+86.2% |
| Participation rate | 81.4% | 79.6%+1.8pp | 77.0%+4.4pp | 70.9%+10.5pp |
| Annual return | 6.98% | -1.27%+8.2pp | 2.43%+4.5pp | 244.93%-238.0pp |
| Employer contribution / active EE | $1,945 | $1,941+0.2% | $2,485-21.7% | $2,078-6.4% |
| Participant deferral / active EE | $5,785 | $3,688+56.9% | $3,852+50.2% | $3,356+72.4% |
| Admin fee / account holder | $51 | $116-56.3% | $6,675-99.2% | $115-56.0% |