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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,465 | $76,050+96.5% | $96,544+54.8% | $71,457+109.2% |
| Participation rate | 96.3% | 74.4%+21.9pp | 76.0%+20.3pp | 67.9%+28.4pp |
| Annual return | 28.00% | 22.81%+5.2pp | 25.84%+2.2pp | 28.85%-0.8pp |
| Employer contribution / active EE | $3,698 | $2,244+64.8% | $2,965+24.7% | $2,588+42.9% |
| Participant deferral / active EE | $5,864 | $4,215+39.1% | $4,851+20.9% | $4,289+36.7% |
| Admin fee / account holder | $74 | $2,707-97.3% | $8,252-99.1% | $1,587-95.4% |