Filed July 5, 2001
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 | $28,962 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,565 | $52,293+50.2% | $178,490-56.0% | $73,409+7.0% |
| Participation rate | 97.9% | 65.3%+32.6pp | 81.9%+16.0pp | 72.2%+25.8pp |
| Annual return | 16.37% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,351 | $1,735+35.5% | $5,011-53.1% | $2,234+5.2% |
| Participant deferral / active EE | $3,201 | $2,332+37.3% | $5,202-38.5% | $3,805-15.9% |
| Admin fee / account holder | $34 | $127-73.1% | $13,984-99.8% | $158-78.3% |