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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$266,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,131 | $112,686+76.7% | $169,993+17.1% | $80,160+148.4% |
| Participation rate | 82.5% | 87.4%-4.8pp | 87.0%-4.5pp | 72.9%+9.6pp |
| Annual return | 12.10% | 67.04%-54.9pp | 53.37%-41.3pp | 40.38%-28.3pp |
| Employer contribution / active EE | $4,127 | $4,481-7.9% | $6,785-39.2% | $2,978+38.6% |
| Participant deferral / active EE | $7,815 | $7,876-0.8% | $10,408-24.9% | $5,017+55.8% |
| Admin fee / account holder | -$18 | $99-118.4% | $12,815-100.1% | $145-112.6% |