Filed January 28, 1997 (most recent of 3 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 3-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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,555 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,961 | $75,284+22.2% | $91,001+1.1% | $69,631+32.1% |
| Participation rate | 99.6% | 80.4%+19.2pp | 75.6%+24.0pp | 70.7%+28.9pp |
| Annual return | 16.37% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $22 | $111-80.5% | $5,417-99.6% | $110-80.5% |