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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,580 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,081 |
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 | $174,046 | $86,225+101.9% | $146,665+18.7% | $86,799+100.5% |
| Participation rate | 88.8% | 78.0%+10.8pp | 80.1%+8.7pp | 72.3%+16.5pp |
| Annual return | 14.11% | 31.23%-17.1pp | 22.74%-8.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $611 | $2,392-74.5% | $4,136-85.2% | $2,405-74.6% |
| Participant deferral / active EE | $2,709 | $4,245-36.2% | $5,506-50.8% | $4,131-34.4% |
| Admin fee / account holder | $88 | $195-54.7% | $10,280-99.1% | $170-47.8% |