Filed May 12, 1994
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,935 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,154 | $104,697+196.2% | $96,544+221.3% | $80,160+286.9% |
| Participation rate | 98.9% | 86.4%+12.6pp | 76.0%+23.0pp | 72.9%+26.0pp |
| Annual return | 15.56% | 21.78%-6.2pp | 25.84%-10.3pp | 40.38%-24.8pp |
| Employer contribution / active EE | $11,182 | $3,536+216.2% | $2,965+277.2% | $2,978+275.5% |
| Participant deferral / active EE | $11,591 | $6,188+87.3% | $4,851+139.0% | $5,017+131.0% |
| Admin fee / account holder | $38 | $107-64.9% | $8,252-99.5% | $145-74.1% |