Filed October 29, 1995
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,988 |
Employer contribution per participant 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 | $55,143 | $65,118-15.3% | $76,768-28.2% | $55,725-1.0% |
| Participation rate | 89.4% | 79.6%+9.8pp | 77.0%+12.4pp | 70.9%+18.5pp |
| Annual return | 0.87% | -1.27%+2.1pp | 2.43%-1.6pp | 244.93%-244.1pp |
| Employer contribution / active EE | $421 | $1,941-78.3% | $2,485-83.1% | $2,078-79.8% |
| Participant deferral / active EE | $2,383 | $3,688-35.4% | $3,852-38.1% | $3,356-29.0% |
| Admin fee / account holder | $64 | $116-45.1% | $6,675-99.0% | $115-44.8% |