Filed August 12, 1998 (most recent of 2 filings on file)
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.7 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $235,245 |
Filed as: MORGAN STANLEY INSTITUTE INV ADV LL Service code 16 · EIN 11-3658445 | Consulting | $35,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,315 |
COOK STREET CONSULTING7 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $34,836 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $20,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,715 | $122,186+59.4% | $146,958+32.5% | $199,593-2.4% |
| Participation rate | 94.3% | 78.3%+16.0pp | 82.2%+12.1pp | 72.0%+22.3pp |
| Annual return | 17.95% | 30.56%-12.6pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $5,000 | $4,093+22.2% | $4,933+1.4% | $3,034+64.8% |
| Participant deferral / active EE | $12,136 | $8,502+42.7% | $8,070+50.4% | $5,087+138.6% |
| Admin fee / account holder | $96 | $179-46.5% | $12,998-99.3% | $269-64.5% |