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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,947 | $47,898+35.6% | $117,472-44.7% | $64,808+0.2% |
| Participation rate | 42.3% | 61.9%-19.6pp | 70.6%-28.3pp | 71.5%-29.2pp |
| Annual return | -17.88% | -15.54%-2.3pp | 29.74%-47.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,599 | $1,774-9.9% | $4,176-61.7% | $2,506-36.2% |
| Participant deferral / active EE | $3,327 | $3,151+5.6% | $4,070-18.3% | $4,310-22.8% |
| Admin fee / account holder | $23 | $132-82.3% | $5,645-99.6% | $188-87.6% |