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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,390 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,742 | $118,337+113.6% | $189,513+33.4% | $93,030+171.7% |
| Participation rate | 99.4% | 89.1%+10.4pp | 87.8%+11.6pp | 73.9%+25.5pp |
| Annual return | 16.07% | 21.77%-5.7pp | 555.15%-539.1pp | 158.70%-142.6pp |
| Employer contribution / active EE | $8,968 | $4,204+113.3% | $6,162+45.5% | $2,706+231.4% |
| Participant deferral / active EE | $8,463 | $7,123+18.8% | $8,221+2.9% | $4,562+85.5% |
| Admin fee / account holder | $42 | $100-57.4% | $12,045-99.6% | $152-72.0% |