Filed January 4, 1996 (most recent of 3 filings on file)
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,346 | $75,760+60.2% | $123,104-1.4% | $59,188+105.0% |
| Participation rate | 81.2% | 86.0%-4.9pp | 86.8%-5.6pp | 69.4%+11.7pp |
| Annual return | 1.00% | 2.93%-1.9pp | 13.22%-12.2pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,783 | $3,415-18.5% | $5,151-46.0% | $2,098+32.7% |
| Participant deferral / active EE | $4,907 | $5,000-1.9% | $6,230-21.2% | $3,265+50.3% |
| Admin fee / account holder | $22 | $61-64.1% | $9,015-99.8% | $92-76.4% |