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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,194 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$126,540 |
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 | $163,968 | $110,699+48.1% | $177,821-7.8% | $90,288+81.6% |
| Participation rate | 99.5% | 88.3%+11.2pp | 87.7%+11.8pp | 73.4%+26.2pp |
| Annual return | 21.02% | 22.79%-1.8pp | 48.32%-27.3pp | 53.97%-32.9pp |
| Employer contribution / active EE | $6,277 | $4,118+52.4% | $5,918+6.1% | $2,524+148.7% |
| Participant deferral / active EE | $6,873 | $6,731+2.1% | $7,714-10.9% | $4,232+62.4% |
| Admin fee / account holder | $41 | $90-53.9% | $12,427-99.7% | $114-63.6% |