Filed October 18, 2004
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 9-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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,942 |
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 | $178,876 | $64,909+175.6% | $82,313+117.3% | $62,292+187.2% |
| Participation rate | 98.2% | 74.9%+23.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 19.75% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $4,935 | $1,676+194.4% | $2,428+103.2% | $2,042+141.6% |
| Participant deferral / active EE | $7,975 | $3,103+157.0% | $3,706+115.2% | $3,169+151.6% |
| Admin fee / account holder | -$19 | $440-104.3% | $5,608-100.3% | $479-104.0% |