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 | $12,140 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,848 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,125 | $63,905-1.2% | $74,183-14.9% | $57,658+9.5% |
| Participation rate | 89.2% | 79.8%+9.5pp | 76.6%+12.6pp | 70.2%+19.0pp |
| Annual return | 5.91% | 60.60%-54.7pp | 17.74%-11.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,073 | $1,840+12.6% | $2,370-12.5% | $1,974+5.0% |
| Participant deferral / active EE | $2,950 | $3,448-14.5% | $3,550-16.9% | $3,061-3.6% |
| Admin fee / account holder | $39 | $91-57.5% | $5,586-99.3% | $95-59.1% |