Filed July 17, 2005
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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,119 | $84,936+81.5% | $111,297+38.5% | $79,386+94.1% |
| Participation rate | 92.0% | 75.9%+16.2pp | 77.3%+14.7pp | 70.7%+21.3pp |
| Annual return | 16.60% | 17.45%-0.9pp | 54.65%-38.0pp | 116.85%-100.2pp |
| Employer contribution / active EE | $3,093 | $1,979+56.3% | $2,731+13.3% | $2,427+27.4% |
| Participant deferral / active EE | $4,963 | $3,888+27.6% | $4,487+10.6% | $4,046+22.7% |
| Admin fee / account holder | $66 | $537-87.8% | $7,964-99.2% | $626-89.5% |