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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,713 | $185,342-65.6% | $111,297-42.8% | $86,799-26.6% |
| Participation rate | 93.4% | 81.0%+12.4pp | 77.3%+16.1pp | 72.3%+21.1pp |
| Annual return | 14.90% | 500.80%-485.9pp | 54.65%-39.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,119 | $2,246-50.2% | $2,731-59.0% | $2,405-53.5% |
| Participant deferral / active EE | $3,852 | $4,458-13.6% | $4,487-14.1% | $4,131-6.7% |
| Admin fee / account holder | $28 | $255-89.0% | $7,964-99.6% | $170-83.5% |