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 | $11,656 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,629 |
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 | $68,200 | $69,305-1.6% | $82,313-17.1% | $69,631-2.1% |
| Participation rate | 88.0% | 80.3%+7.7pp | 76.9%+11.1pp | 70.7%+17.3pp |
| Annual return | 16.20% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,071 | $1,887+9.8% | $2,428-14.7% | $2,032+1.9% |
| Participant deferral / active EE | $2,990 | $3,568-16.2% | $3,706-19.3% | $3,224-7.2% |
| Admin fee / account holder | $41 | $97-58.2% | $5,608-99.3% | $110-63.2% |