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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,970 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,471 |
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 | $170,507 | $65,376+160.8% | $87,100+95.8% | $65,185+161.6% |
| Participation rate | 97.9% | 75.3%+22.6pp | 76.9%+21.1pp | 70.2%+27.7pp |
| Annual return | 25.17% | 31.27%-6.1pp | 28.19%-3.0pp | 29.38%-4.2pp |
| Employer contribution / active EE | $5,283 | $1,822+189.9% | $2,521+109.5% | $2,177+142.7% |
| Participant deferral / active EE | $8,503 | $3,388+151.0% | $4,049+110.0% | $3,514+142.0% |
| Admin fee / account holder | -$30 | $520-105.7% | $7,497-100.4% | $847-103.5% |