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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,878 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,995 | $104,697+58.5% | $96,544+71.9% | $80,160+107.1% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.3pp | 72.9%+22.3pp |
| Annual return | 20.71% | 21.78%-1.1pp | 25.84%-5.1pp | 40.38%-19.7pp |
| Employer contribution / active EE | $4,100 | $3,536+15.9% | $2,965+38.3% | $2,978+37.7% |
| Participant deferral / active EE | $9,133 | $6,188+47.6% | $4,851+88.3% | $5,017+82.0% |
| Admin fee / account holder | $42 | $107-60.3% | $8,252-99.5% | $145-70.8% |