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.1 year Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,730 |
COOK STREET CONSULTING1 year Service code 16 · EIN 84-0854432 | Consulting | $44,200 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
NEAL FINANCIAL GROUP, LP1 year Filed as: NEAL GERBER EISENBER Service code 16 · EIN 36-3532950 | Consulting | $16,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $104 |
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 | $125,771 | $88,874+41.5% | $123,544+1.8% | $75,289+67.1% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.3%+13.0pp | 72.4%+22.9pp |
| Annual return | -4.83% | 4.22%-9.1pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,349 | $3,256+33.6% | $4,628-6.0% | $2,405+80.8% |
| Participant deferral / active EE | $9,740 | $6,174+57.8% | $6,426+51.6% | $3,739+160.5% |
| Admin fee / account holder | $33 | $95-65.2% | $9,284-99.6% | $102-67.9% |