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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$137,517 |
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 | $207,190 | $95,776+116.3% | $162,163+27.8% | $77,787+166.4% |
| Participation rate | 99.2% | 88.6%+10.5pp | 87.6%+11.6pp | 73.2%+26.0pp |
| Annual return | 24.40% | 37.03%-12.6pp | 115.59%-91.2pp | 32.57%-8.2pp |
| Employer contribution / active EE | $8,597 | $3,874+121.9% | $5,614+53.1% | $2,504+243.3% |
| Participant deferral / active EE | $7,643 | $6,125+24.8% | $7,298+4.7% | $3,967+92.7% |
| Admin fee / account holder | $32 | $88-63.3% | $10,843-99.7% | $100-67.8% |