Filed March 1, 2005
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 | $82,088 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,531 |
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 | $91,254 | $110,699-17.6% | $177,821-48.7% | $90,288+1.1% |
| Participation rate | 97.9% | 88.3%+9.5pp | 87.7%+10.2pp | 73.4%+24.5pp |
| Annual return | 10.23% | 22.79%-12.6pp | 48.32%-38.1pp | 53.97%-43.7pp |
| Employer contribution / active EE | $4,166 | $4,118+1.2% | $5,918-29.6% | $2,524+65.1% |
| Participant deferral / active EE | $5,425 | $6,731-19.4% | $7,714-29.7% | $4,232+28.2% |
| Admin fee / account holder | $76 | $90-16.1% | $12,427-99.4% | $114-33.8% |