Filed February 27, 2002 (most recent of 2 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) | $6,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,966 |
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 | $116,417 | $51,620+125.5% | $90,281+28.9% | $65,185+78.6% |
| Participation rate | 93.2% | 68.6%+24.6pp | 73.3%+19.9pp | 70.2%+23.0pp |
| Annual return | 23.37% | 24.94%-1.6pp | 78.10%-54.7pp | 29.38%-6.0pp |
| Employer contribution / active EE | $5,330 | $2,235+138.5% | $2,854+86.7% | $2,177+144.9% |
| Participant deferral / active EE | $8,309 | $2,871+189.4% | $3,885+113.8% | $3,514+136.5% |
| Admin fee / account holder | -$102 | $384-126.5% | $5,351-101.9% | $847-112.0% |