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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,634 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,598 | $104,631+9.5% | $98,439+16.4% | $80,160+43.0% |
| Participation rate | 86.5% | 87.5%-1.0pp | 75.2%+11.4pp | 72.9%+13.6pp |
| Annual return | 20.81% | 34.72%-13.9pp | 21.16%-0.3pp | 40.38%-19.6pp |
| Employer contribution / active EE | $4,468 | $4,517-1.1% | $3,048+46.6% | $2,978+50.0% |
| Participant deferral / active EE | $11,093 | $6,545+69.5% | $4,738+134.1% | $5,017+121.1% |
| Admin fee / account holder | $51 | $105-51.3% | $8,948-99.4% | $145-64.8% |