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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $228,289 |
ALPHAPOINT, INC.2 years Service code 27 · EIN 14-1884337 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,604 | $95,918+87.2% | $151,611+18.5% | $77,904+130.5% |
| Participation rate | 83.8% | 88.7%-4.9pp | 87.5%-3.7pp | 73.7%+10.1pp |
| Annual return | -13.14% | -5.50%-7.6pp | 3.33%-16.5pp | 12.21%-25.3pp |
| Employer contribution / active EE | $4,093 | $4,330-5.5% | $6,166-33.6% | $2,848+43.7% |
| Participant deferral / active EE | $7,525 | $7,508+0.2% | $8,363-10.0% | $4,806+56.6% |
| Admin fee / account holder | $42 | $93-54.7% | $11,616-99.6% | $133-68.1% |