Filed September 30, 1992
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,349 |
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 | $56,253 | $73,404-23.4% | $87,100-35.4% | $67,579-16.8% |
| Participation rate | 94.5% | 80.9%+13.6pp | 76.9%+17.6pp | 71.3%+23.2pp |
| Annual return | 25.01% | 48.29%-23.3pp | 28.19%-3.2pp | 378.56%-353.5pp |
| Employer contribution / active EE | $905 | $2,014-55.1% | $2,521-64.1% | $2,148-57.9% |
| Participant deferral / active EE | $3,592 | $3,913-8.2% | $4,049-11.3% | $3,539+1.5% |
| Admin fee / account holder | $43 | $142-69.6% | $7,497-99.4% | $142-69.7% |