Filed January 1, 1991
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,736 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,230 | $132,049+22.1% | $200,582-19.6% | $74,304+117.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.05% | 22.22%-5.2pp | 42.33%-25.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $5,943 | $4,558+30.4% | $6,419-7.4% | $2,241+165.2% |
| Participant deferral / active EE | $7,038 | $7,213-2.4% | $9,331-24.6% | $3,767+86.8% |
| Admin fee / account holder | $143 | $2,405-94.1% | $16,305-99.1% | $2,969-95.2% |