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 | $13,098 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,779 |
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 | $61,005 | $65,118-6.3% | $76,768-20.5% | $55,725+9.5% |
| Participation rate | 88.3% | 79.6%+8.6pp | 77.0%+11.3pp | 70.9%+17.4pp |
| Annual return | -2.60% | -1.27%-1.3pp | 2.43%-5.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,999 | $1,941+3.0% | $2,485-19.6% | $2,078-3.8% |
| Participant deferral / active EE | $2,987 | $3,688-19.0% | $3,852-22.4% | $3,356-11.0% |
| Admin fee / account holder | $44 | $116-61.9% | $6,675-99.3% | $115-61.6% |