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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$129,060 |
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 | $232,490 | $110,699+110.0% | $177,821+30.7% | $90,288+157.5% |
| Participation rate | 99.4% | 88.3%+11.0pp | 87.7%+11.6pp | 73.4%+26.0pp |
| Annual return | 15.71% | 22.79%-7.1pp | 48.32%-32.6pp | 53.97%-38.3pp |
| Employer contribution / active EE | $9,022 | $4,118+119.1% | $5,918+52.4% | $2,524+257.4% |
| Participant deferral / active EE | $8,125 | $6,731+20.7% | $7,714+5.3% | $4,232+92.0% |
| Admin fee / account holder | $38 | $90-57.7% | $12,427-99.7% | $114-66.6% |