Filed May 2, 2000 (most recent of 5 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,154 | $48,576+60.9% | $169,463-53.9% | $56,287+38.8% |
| Participation rate | 63.6% | 65.8%-2.2pp | 77.8%-14.2pp | 69.9%-6.3pp |
| Annual return | -3.60% | -2.51%-1.1pp | 1.83%-5.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,705 | $1,559+9.3% | $4,159-59.0% | $2,111-19.2% |
| Participant deferral / active EE | $3,350 | $3,275+2.3% | $5,277-36.5% | $3,3500% |
| Admin fee / account holder | $55 | $435-87.3% | $9,109-99.4% | $521-89.4% |