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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,246 |
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 | $151,867 | $73,404+106.9% | $87,100+74.4% | $67,579+124.7% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 27.87% | 48.29%-20.4pp | 28.19%-0.3pp | 378.56%-350.7pp |
| Employer contribution / active EE | $3,399 | $2,014+68.8% | $2,521+34.8% | $2,148+58.3% |
| Participant deferral / active EE | $7,325 | $3,913+87.2% | $4,049+80.9% | $3,539+107.0% |
| Admin fee / account holder | $35 | $142-75.1% | $7,497-99.5% | $142-75.2% |