Filed May 30, 1997
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,763 | $47,648+48.5% | $130,648-45.8% | $67,579+4.7% |
| Participation rate | 40.8% | 60.4%-19.6pp | 71.7%-30.9pp | 71.3%-30.5pp |
| Annual return | 23.63% | 25.73%-2.1pp | 1708.96%-1685.3pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,269 | $1,408-9.9% | $4,092-69.0% | $2,148-40.9% |
| Participant deferral / active EE | $2,830 | $2,616+8.2% | $3,603-21.4% | $3,539-20.0% |
| Admin fee / account holder | $29 | $105-72.2% | $5,464-99.5% | $142-79.5% |