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.5 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,336 |
COOK STREET CONSULTING5 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $66,165 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,522 | $95,388+45.2% | $125,339+10.5% | $77,904+77.8% |
| Participation rate | 93.9% | 78.6%+15.3pp | 82.4%+11.6pp | 73.7%+20.3pp |
| Annual return | -17.78% | 116.19%-134.0pp | 572.05%-589.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $4,370 | $3,666+19.2% | $4,814-9.2% | $2,848+53.5% |
| Participant deferral / active EE | $10,664 | $7,711+38.3% | $7,446+43.2% | $4,806+121.9% |
| Admin fee / account holder | $79 | $119-33.3% | $10,010-99.2% | $133-40.1% |