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.4 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $193,708 |
COOK STREET CONSULTING4 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $64,238 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $17,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,067 | $120,450+47.8% | $159,436+11.7% | $93,030+91.4% |
| Participation rate | 94.3% | 78.0%+16.4pp | 82.8%+11.5pp | 73.9%+20.4pp |
| Annual return | 17.47% | 27.11%-9.6pp | 263.57%-246.1pp | 158.70%-141.2pp |
| Employer contribution / active EE | $4,423 | $3,526+25.5% | $4,829-8.4% | $2,706+63.5% |
| Participant deferral / active EE | $10,727 | $7,283+47.3% | $7,352+45.9% | $4,562+135.1% |
| Admin fee / account holder | $3 | $137-98.1% | $10,799-100.0% | $152-98.2% |