Filed March 8, 1994
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 25 · EIN 04-2647786 | Directed Trustee | $202,282 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,276 |
Annual investment return 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 | $75,530 | $105,190-28.2% | $98,907-23.6% | $90,288-16.3% |
| Participation rate | 82.6% | 86.4%-3.7pp | 76.0%+6.6pp | 73.4%+9.3pp |
| Annual return | 11.86% | 18.52%-6.7pp | 196.43%-184.6pp | 53.97%-42.1pp |
| Employer contribution / active EE | $2,385 | $3,831-37.7% | $2,689-11.3% | $2,524-5.5% |
| Participant deferral / active EE | $4,060 | $5,616-27.7% | $4,244-4.3% | $4,232-4.1% |
| Admin fee / account holder | $115 | $97+18.2% | $6,642-98.3% | $114+0.8% |