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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,178 | $95,776+76.6% | $162,163+4.3% | $77,787+117.5% |
| Participation rate | 83.5% | 88.6%-5.1pp | 87.6%-4.0pp | 73.2%+10.3pp |
| Annual return | 23.43% | 37.03%-13.6pp | 115.59%-92.2pp | 32.57%-9.1pp |
| Employer contribution / active EE | $3,275 | $3,874-15.5% | $5,614-41.7% | $2,504+30.8% |
| Participant deferral / active EE | $6,060 | $6,125-1.1% | $7,298-17.0% | $3,967+52.7% |
| Admin fee / account holder | $42 | $88-52.1% | $10,843-99.6% | $100-58.0% |