Filed April 24, 1996 (most recent of 2 filings on file)
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) | $12,067 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,280 |
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 | $109,616 | $75,284+45.6% | $91,001+20.5% | $69,631+57.4% |
| Participation rate | 93.8% | 80.4%+13.5pp | 75.6%+18.2pp | 70.7%+23.2pp |
| Annual return | 17.79% | 48.40%-30.6pp | 4.60%+13.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,510 | $2,473+42.0% | $2,456+42.9% | $2,032+72.7% |
| Participant deferral / active EE | $7,880 | $3,700+113.0% | $3,547+122.1% | $3,224+144.5% |
| Admin fee / account holder | $27 | $111-75.9% | $5,417-99.5% | $110-75.9% |