Filed May 18, 1995
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,584 |
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 | $129,652 | $65,118+99.1% | $76,768+68.9% | $55,725+132.7% |
| Participation rate | 95.4% | 79.6%+15.8pp | 77.0%+18.4pp | 70.9%+24.5pp |
| Annual return | 1.12% | -1.27%+2.4pp | 2.43%-1.3pp | 244.93%-243.8pp |
| Employer contribution / active EE | $3,119 | $1,941+60.7% | $2,485+25.5% | $2,078+50.1% |
| Participant deferral / active EE | $6,048 | $3,688+64.0% | $3,852+57.0% | $3,356+80.2% |
| Admin fee / account holder | $21 | $116-81.9% | $6,675-99.7% | $115-81.7% |