Filed October 18, 2004
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $193,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $133,308 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $36,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,535 | $128,899+30.8% | $113,168+48.9% | $102,872+63.8% |
| Participation rate | 97.2% | 87.0%+10.2pp | 76.6%+20.6pp | 73.0%+24.2pp |
| Annual return | 16.02% | 15.88%+0.1pp | 24.27%-8.2pp | 19.06%-3.0pp |
| Employer contribution / active EE | $2,928 | $3,713-21.1% | $2,975-1.6% | $3,526-17.0% |
| Participant deferral / active EE | $9,140 | $6,787+34.7% | $5,107+79.0% | $5,535+65.1% |
| Admin fee / account holder | $126 | $129-2.6% | $12,068-99.0% | $292-56.9% |