Filed October 6, 2003
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 3-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $78,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,606 | $145,877+3.2% | $150,045+0.4% | $102,872+46.4% |
| Participation rate | 97.4% | 79.8%+17.6pp | 82.3%+15.1pp | 73.0%+24.4pp |
| Annual return | 18.86% | 21.37%-2.5pp | 62.55%-43.7pp | 19.06%-0.2pp |
| Employer contribution / active EE | $5,917 | $4,710+25.6% | $4,693+26.1% | $3,526+67.8% |
| Participant deferral / active EE | $11,365 | $9,491+19.7% | $7,997+42.1% | $5,535+105.3% |
| Admin fee / account holder | $115 | $176-34.9% | $13,435-99.1% | $292-60.8% |