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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $190,830 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,013 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,807 | $112,686+17.9% | $169,993-21.9% | $80,160+65.7% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.2pp |
| Annual return | 19.31% | 67.04%-47.7pp | 53.37%-34.1pp | 40.38%-21.1pp |
| Employer contribution / active EE | $6,280 | $4,481+40.1% | $6,785-7.4% | $2,978+110.9% |
| Participant deferral / active EE | $7,069 | $7,876-10.3% | $10,408-32.1% | $5,017+40.9% |
| Admin fee / account holder | $75 | $99-24.1% | $12,815-99.4% | $145-48.1% |