Filed May 10, 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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,827 |
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 | $207,193 | $95,918+116.0% | $151,611+36.7% | $77,904+166.0% |
| Participation rate | 98.5% | 88.7%+9.8pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | -17.03% | -5.50%-11.5pp | 3.33%-20.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $14,466 | $4,330+234.0% | $6,166+134.6% | $2,848+408.0% |
| Participant deferral / active EE | $13,165 | $7,508+75.3% | $8,363+57.4% | $4,806+173.9% |
| Admin fee / account holder | -$4 | $93-104.1% | $11,616-100.0% | $133-102.9% |