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 | $45,616 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,052 | $91,372+80.6% | $129,995+27.0% | $74,419+121.8% |
| Participation rate | 86.1% | 77.8%+8.3pp | 78.5%+7.6pp | 70.7%+15.3pp |
| Annual return | 20.12% | 23.21%-3.1pp | -137.18%+157.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,317 | $2,563-48.6% | $4,320-69.5% | $2,637-50.1% |
| Participant deferral / active EE | $3,248 | $4,721-31.2% | $5,820-44.2% | $4,528-28.3% |
| Admin fee / account holder | $125 | $283-55.9% | $10,614-98.8% | $348-64.1% |