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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,092 |
Employer contribution per participant 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 | $164,808 | $78,419+110.2% | $133,956+23.0% | $73,409+124.5% |
| Participation rate | 86.9% | 78.6%+8.3pp | 79.8%+7.0pp | 72.2%+14.7pp |
| Annual return | 20.24% | 33.35%-13.1pp | 45.09%-24.8pp | 59.29%-39.1pp |
| Employer contribution / active EE | $590 | $2,044-71.1% | $3,919-84.9% | $2,234-73.6% |
| Participant deferral / active EE | $2,836 | $3,925-27.7% | $5,048-43.8% | $3,805-25.5% |
| Admin fee / account holder | $42 | $161-74.1% | $8,927-99.5% | $158-73.5% |