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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,160 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $21,693 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,158 | $130,141-47.6% | $86,677-21.4% | $77,904-12.5% |
| Participation rate | 84.1% | 85.9%-1.8pp | 76.6%+7.5pp | 73.7%+10.4pp |
| Annual return | -13.80% | -12.75%-1.1pp | 35.91%-49.7pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,691 | $3,220-16.4% | $2,836-5.1% | $2,848-5.5% |
| Participant deferral / active EE | $3,930 | $5,757-31.7% | $4,656-15.6% | $4,806-18.2% |
| Admin fee / account holder | $89 | $132-32.6% | $7,493-98.8% | $133-33.0% |