Filed March 8, 1995
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 | $196,489 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,029 | $128,899-13.9% | $113,168-1.9% | $102,872+7.9% |
| Participation rate | 97.2% | 87.0%+10.2pp | 76.6%+20.6pp | 73.0%+24.2pp |
| Annual return | 14.58% | 15.88%-1.3pp | 24.27%-9.7pp | 19.06%-4.5pp |
| Employer contribution / active EE | $5,298 | $3,713+42.7% | $2,975+78.1% | $3,526+50.3% |
| Participant deferral / active EE | $6,168 | $6,787-9.1% | $5,107+20.8% | $5,535+11.4% |
| Admin fee / account holder | $43 | $129-66.5% | $12,068-99.6% | $292-85.2% |