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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,099 | $82,546+74.6% | $140,016+2.9% | $75,289+91.4% |
| Participation rate | 81.7% | 88.4%-6.6pp | 87.5%-5.8pp | 72.4%+9.3pp |
| Annual return | -1.55% | -0.36%-1.2pp | 651.12%-652.7pp | -0.04%-1.5pp |
| Employer contribution / active EE | $3,153 | $3,856-18.2% | $5,606-43.8% | $2,405+31.1% |
| Participant deferral / active EE | $5,703 | $5,731-0.5% | $6,927-17.7% | $3,739+52.5% |
| Admin fee / account holder | $40 | $86-53.1% | $10,705-99.6% | $102-60.7% |