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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,578 | $47,922+166.2% | $75,886+68.1% | $65,185+95.7% |
| Participation rate | 98.6% | 63.0%+35.7pp | 69.3%+29.4pp | 70.2%+28.4pp |
| Annual return | 24.39% | 24.12%+0.3pp | 30.76%-6.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3,047 | $1,557+95.7% | $2,500+21.9% | $2,177+40.0% |
| Participant deferral / active EE | $7,767 | $2,550+204.6% | $3,603+115.6% | $3,514+121.1% |
| Admin fee / account holder | $53 | $532-90.0% | $5,418-99.0% | $847-93.7% |