Filed October 18, 2004
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 | $7,288 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,695 |
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 | $54,680 | $48,277+13.3% | $63,517-13.9% | $55,191-0.9% |
| Participation rate | 88.8% | 69.4%+19.4pp | 71.0%+17.8pp | 69.2%+19.7pp |
| Annual return | 1.57% | 2.37%-0.8pp | -70.30%+71.9pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,590 | $1,592-0.1% | $2,322-31.5% | $1,899-16.3% |
| Participant deferral / active EE | $2,855 | $2,432+17.4% | $2,953-3.3% | $3,046-6.3% |
| Admin fee / account holder | $37 | $86-57.4% | $5,892-99.4% | $91-59.6% |