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.2 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,021 |
COOK STREET CONSULTING2 years Service code 16 · EIN 84-0854432 | Consulting | $60,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88 |
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 | $153,046 | $101,523+50.8% | $141,162+8.4% | $77,787+96.8% |
| Participation rate | 95.2% | 77.4%+17.9pp | 82.5%+12.8pp | 73.2%+22.0pp |
| Annual return | 24.86% | 56.22%-31.4pp | 71.39%-46.5pp | 32.57%-7.7pp |
| Employer contribution / active EE | $4,485 | $3,341+34.2% | $4,735-5.3% | $2,504+79.1% |
| Participant deferral / active EE | $10,653 | $6,434+65.6% | $6,709+58.8% | $3,967+168.5% |
| Admin fee / account holder | $12 | $92-87.1% | $10,261-99.9% | $100-88.2% |