Filed September 30, 1999
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 | $22,734 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,736 | $81,908-24.6% | $90,749-32.0% | $64,808-4.7% |
| Participation rate | 88.6% | 80.5%+8.1pp | 75.7%+12.9pp | 71.5%+17.1pp |
| Annual return | -18.30% | -12.53%-5.8pp | -12.16%-6.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,600 | $3,065-15.2% | $2,921-11.0% | $2,506+3.7% |
| Participant deferral / active EE | $4,256 | $4,840-12.1% | $4,564-6.7% | $4,310-1.3% |
| Admin fee / account holder | $76 | $157-51.8% | $8,445-99.1% | $188-59.7% |