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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,031 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,324 | $117,238-63.9% | $87,100-51.4% | $82,204-48.5% |
| Participation rate | 95.3% | 87.2%+8.1pp | 76.9%+18.4pp | 73.4%+21.9pp |
| Annual return | 21.66% | 25.80%-4.1pp | 28.19%-6.5pp | 26.31%-4.6pp |
| Employer contribution / active EE | $2,303 | $3,535-34.9% | $2,521-8.7% | $2,707-14.9% |
| Participant deferral / active EE | $2,747 | $5,976-54.0% | $4,049-32.2% | $4,246-35.3% |
| Admin fee / account holder | $32 | $81-60.3% | $7,497-99.6% | $76-57.3% |