Filed July 9, 2003 (most recent of 2 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) | $23,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,661 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,758 | $69,159+100.6% | $125,175+10.9% | $67,579+105.3% |
| Participation rate | 97.1% | 78.2%+18.9pp | 79.8%+17.3pp | 71.3%+25.8pp |
| Annual return | 20.59% | 27.12%-6.5pp | 43.79%-23.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,704 | $2,023-15.8% | $3,865-55.9% | $2,148-20.6% |
| Participant deferral / active EE | $3,152 | $3,700-14.8% | $4,937-36.2% | $3,539-10.9% |
| Admin fee / account holder | $29 | $142-79.3% | $9,702-99.7% | $142-79.3% |