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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,163 | $79,519-15.5% | $95,952-30.0% | $73,409-8.5% |
| Participation rate | 92.3% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 19.47% | 19.20%+0.3pp | 91.61%-72.1pp | 59.29%-39.8pp |
| Employer contribution / active EE | $567 | $2,048-72.3% | $2,541-77.7% | $2,234-74.6% |
| Participant deferral / active EE | $3,670 | $4,138-11.3% | $4,167-11.9% | $3,805-3.6% |
| Admin fee / account holder | $37 | $184-80.0% | $6,795-99.5% | $158-76.6% |