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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,699 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,160 | $72,254+110.6% | $86,677+75.5% | $64,808+134.8% |
| Participation rate | 94.0% | 80.4%+13.6pp | 76.6%+17.4pp | 71.5%+22.5pp |
| Annual return | -19.41% | 392.42%-411.8pp | 35.91%-55.3pp | 32.82%-52.2pp |
| Employer contribution / active EE | $3,552 | $2,393+48.4% | $2,836+25.2% | $2,506+41.7% |
| Participant deferral / active EE | $8,324 | $4,658+78.7% | $4,656+78.8% | $4,310+93.1% |
| Admin fee / account holder | $52 | $174-69.8% | $7,493-99.3% | $188-72.1% |