Filed August 27, 1999 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $17,348 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,631 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,936 | $72,770-17.6% | $67,652-11.4% | $55,191+8.6% |
| Participation rate | 93.7% | 78.8%+14.9pp | 75.7%+18.0pp | 69.2%+24.5pp |
| Annual return | 1.89% | -3.26%+5.2pp | 6625.04%-6623.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,814 | $1,769+2.5% | $2,266-19.9% | $1,899-4.5% |
| Participant deferral / active EE | $3,001 | $3,408-11.9% | $3,560-15.7% | $3,046-1.5% |
| Admin fee / account holder | $50 | $79-36.0% | $4,821-99.0% | $91-44.4% |