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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,218 | $63,745+149.8% | $98,442+61.7% | $79,386+100.6% |
| Participation rate | 88.2% | 69.9%+18.4pp | 73.3%+14.9pp | 70.7%+17.5pp |
| Annual return | 14.16% | 625.80%-611.6pp | 1492.73%-1478.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $6,015 | $2,557+135.2% | $2,960+103.2% | $2,427+147.8% |
| Participant deferral / active EE | $8,887 | $3,303+169.0% | $4,276+107.8% | $4,046+119.7% |
| Admin fee / account holder | -$138 | $516-126.8% | $5,949-102.3% | $626-122.1% |