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.3 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,150 |
COOK STREET CONSULTING3 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $62,367 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72 |
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 | $166,223 | $127,481+30.4% | $149,696+11.0% | $90,288+84.1% |
| Participation rate | 93.1% | 78.2%+14.8pp | 82.5%+10.6pp | 73.4%+19.7pp |
| Annual return | 20.99% | 57.78%-36.8pp | 276.60%-255.6pp | 53.97%-33.0pp |
| Employer contribution / active EE | $4,197 | $3,448+21.7% | $4,644-9.6% | $2,524+66.3% |
| Participant deferral / active EE | $9,900 | $6,975+41.9% | $6,842+44.7% | $4,232+133.9% |
| Admin fee / account holder | $17 | $152-89.0% | $9,309-99.8% | $114-85.4% |