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 | $44,586 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,973 | $65,435+104.7% | $86,677+54.6% | $66,914+100.2% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.1pp | 69.8%+24.9pp |
| Annual return | -16.62% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,939 | $2,153+36.5% | $2,836+3.6% | $2,544+15.5% |
| Participant deferral / active EE | $8,708 | $4,100+112.4% | $4,656+87.1% | $4,237+105.5% |
| Admin fee / account holder | $273 | $642-57.4% | $7,493-96.4% | $593-53.9% |