Filed October 23, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,737 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $974 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,104 | $54,320+38.3% | $67,652+11.0% | $52,331+43.5% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.7%+14.1pp | 68.1%+21.7pp |
| Annual return | 0.31% | 6.81%-6.5pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,422 | $1,544+121.7% | $2,266+51.1% | $1,882+81.9% |
| Participant deferral / active EE | $4,784 | $2,950+62.2% | $3,560+34.4% | $3,022+58.3% |
| Admin fee / account holder | $53 | $527-89.9% | $4,821-98.9% | $592-91.0% |