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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,315 | $65,390+110.0% | $169,368-18.9% | $71,457+92.2% |
| Participation rate | 59.5% | 67.0%-7.4pp | 77.1%-17.6pp | 67.9%-8.4pp |
| Annual return | 19.21% | 21.31%-2.1pp | 405.60%-386.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,837 | $2,079-11.6% | $4,013-54.2% | $2,588-29.0% |
| Participant deferral / active EE | $3,682 | $4,367-15.7% | $6,221-40.8% | $4,289-14.1% |
| Admin fee / account holder | $106 | $1,324-92.0% | $9,003-98.8% | $1,587-93.3% |