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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,004 |
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 | $136,837 | $66,124+106.9% | $90,404+51.4% | $73,488+86.2% |
| Participation rate | 96.4% | 69.7%+26.7pp | 72.7%+23.7pp | 70.7%+25.7pp |
| Annual return | 18.71% | 17.65%+1.1pp | 1293.02%-1274.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $6,516 | $2,346+177.7% | $3,262+99.8% | $2,270+187.0% |
| Participant deferral / active EE | $8,919 | $3,039+193.5% | $3,963+125.0% | $3,740+138.5% |
| Admin fee / account holder | -$88 | $396-122.3% | $5,611-101.6% | $513-117.2% |