Filed October 10, 1997
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 9-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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,325 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,519 | $73,638+99.0% | $95,952+52.7% | $73,488+99.4% |
| Participation rate | 97.1% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 22.07% | 16.78%+5.3pp | 91.61%-69.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $3,717 | $1,863+99.5% | $2,541+46.3% | $2,270+63.7% |
| Participant deferral / active EE | $4,326 | $3,617+19.6% | $4,167+3.8% | $3,740+15.7% |
| Admin fee / account holder | $43 | $482-91.0% | $6,795-99.4% | $513-91.6% |