Filed February 9, 1994 (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 | $27,387 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,348 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $19,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,395 | $54,193+500.4% | $93,606+247.6% | $77,643+319.1% |
| Participation rate | 84.5% | 63.9%+20.5pp | 68.7%+15.7pp | 70.6%+13.9pp |
| Annual return | 16.43% | 30.54%-14.1pp | 133.20%-116.8pp | 31.24%-14.8pp |
| Employer contribution / active EE | $759 | $1,168-35.0% | $2,420-68.6% | $2,726-72.1% |
| Participant deferral / active EE | $12,737 | $3,144+305.1% | $4,411+188.7% | $4,647+174.1% |
| Admin fee / account holder | $184 | $576-68.0% | $8,285-97.8% | $430-57.2% |