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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,573 | $95,918+101.8% | $151,611+27.7% | $77,904+148.5% |
| Participation rate | 99.5% | 88.7%+10.8pp | 87.5%+12.0pp | 73.7%+25.8pp |
| Annual return | -15.89% | -5.50%-10.4pp | 3.33%-19.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $9,089 | $4,330+109.9% | $6,166+47.4% | $2,848+219.2% |
| Participant deferral / active EE | $8,583 | $7,508+14.3% | $8,363+2.6% | $4,806+78.6% |
| Admin fee / account holder | $39 | $93-57.9% | $11,616-99.7% | $133-70.4% |