Filed August 24, 2000
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,573 |
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 | $101,232 | $42,396+138.8% | $67,313+50.4% | $56,287+79.9% |
| Participation rate | 91.8% | 61.0%+30.8pp | 69.1%+22.7pp | 69.9%+21.9pp |
| Annual return | -4.36% | -36.63%+32.3pp | -4.08%-0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,745 | $1,414+94.2% | $2,566+7.0% | $2,111+30.0% |
| Participant deferral / active EE | $6,802 | $2,360+188.3% | $3,568+90.6% | $3,350+103.1% |
| Admin fee / account holder | $44 | $510-91.4% | $4,507-99.0% | $521-91.6% |