Filed June 7, 2002
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 | $85,620 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,242 | $88,890+46.5% | $102,423+27.2% | $77,643+67.7% |
| Participation rate | 99.0% | 80.9%+18.0pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 15.84% | 24.98%-9.1pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $9,937 | $2,698+268.4% | $3,023+228.7% | $2,726+264.6% |
| Participant deferral / active EE | $7,439 | $5,145+44.6% | $5,053+47.2% | $4,647+60.1% |
| Admin fee / account holder | $107 | $235-54.7% | $9,451-98.9% | $430-75.2% |