Filed March 27, 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) | $33,066 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $25,427 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $8,433 |
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 | $117,610 | $89,274+31.7% | $149,718-21.4% | $77,958+50.9% |
| Participation rate | 98.5% | 87.6%+10.8pp | 87.1%+11.4pp | 71.6%+26.8pp |
| Annual return | 18.16% | 20.36%-2.2pp | 1501.63%-1483.5pp | 20.87%-2.7pp |
| Employer contribution / active EE | $5,228 | $3,727+40.3% | $5,445-4.0% | $2,310+126.3% |
| Participant deferral / active EE | $5,536 | $5,382+2.9% | $6,569-15.7% | $3,537+56.5% |
| Admin fee / account holder | $21 | $240-91.3% | $11,283-99.8% | $97-78.7% |