Filed October 19, 2004 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $329,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,221 | $96,261+8.3% | $76,768+35.8% | $68,904+51.3% |
| Participation rate | 96.5% | 87.0%+9.5pp | 77.0%+19.5pp | 74.1%+22.3pp |
| Annual return | -5.77% | -0.85%-4.9pp | 2.43%-8.2pp | 1.07%-6.8pp |
| Employer contribution / active EE | $4,769 | $3,303+44.4% | $2,485+91.9% | $2,540+87.7% |
| Participant deferral / active EE | $5,507 | $5,537-0.5% | $3,852+43.0% | $4,015+37.2% |
| Admin fee / account holder | $44 | $73-39.3% | $6,675-99.3% | $71-38.0% |