Filed September 22, 1992
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 5-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,092 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $6,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,877 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,762 | $79,519-2.2% | $95,952-19.0% | $73,409+5.9% |
| Participation rate | 83.9% | 81.2%+2.7pp | 77.1%+6.8pp | 72.2%+11.7pp |
| Annual return | 11.66% | 19.20%-7.5pp | 91.61%-80.0pp | 59.29%-47.6pp |
| Employer contribution / active EE | $2,252 | $2,048+10.0% | $2,541-11.4% | $2,234+0.8% |
| Participant deferral / active EE | $3,385 | $4,138-18.2% | $4,167-18.8% | $3,805-11.0% |
| Admin fee / account holder | $44 | $184-75.9% | $6,795-99.3% | $158-71.9% |