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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,950 | $79,519+128.8% | $95,952+89.6% | $73,409+147.9% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 21.21% | 19.20%+2.0pp | 91.61%-70.4pp | 59.29%-38.1pp |
| Employer contribution / active EE | $3,505 | $2,048+71.2% | $2,541+38.0% | $2,234+56.9% |
| Participant deferral / active EE | $7,899 | $4,138+90.9% | $4,167+89.6% | $3,805+107.6% |
| Admin fee / account holder | $41 | $184-77.5% | $6,795-99.4% | $158-73.7% |