Filed December 7, 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) | $43,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$191,015 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,626 | $82,546+110.3% | $140,016+24.0% | $75,289+130.6% |
| Participation rate | 99.5% | 88.4%+11.1pp | 87.5%+12.0pp | 72.4%+27.0pp |
| Annual return | -5.54% | -0.36%-5.2pp | 651.12%-656.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $8,583 | $3,856+122.6% | $5,606+53.1% | $2,405+256.9% |
| Participant deferral / active EE | $7,375 | $5,731+28.7% | $6,927+6.5% | $3,739+97.3% |
| Admin fee / account holder | -$101 | $86-218.3% | $10,705-100.9% | $102-199.2% |