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 6-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,361 | $82,422-69.2% | $67,652-62.5% | $67,505-62.4% |
| Participation rate | 96.0% | 84.2%+11.8pp | 75.7%+20.3pp | 71.2%+24.8pp |
| Annual return | 14.92% | 12.72%+2.2pp | 6625.04%-6610.1pp | 6.52%+8.4pp |
| Employer contribution / active EE | $1,462 | $2,879-49.2% | $2,266-35.5% | $2,173-32.7% |
| Participant deferral / active EE | $1,793 | $5,020-64.3% | $3,560-49.6% | $3,597-50.2% |
| Admin fee / account holder | $4 | $53-92.2% | $4,821-99.9% | $56-92.6% |