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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,497 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,583 | $51,197+110.1% | $82,719+30.1% | $66,914+60.8% |
| Participation rate | 91.6% | 67.8%+23.8pp | 72.6%+19.1pp | 69.8%+21.8pp |
| Annual return | -18.84% | -9.64%-9.2pp | 701.18%-720.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $6,071 | $2,611+132.6% | $3,009+101.8% | $2,544+138.6% |
| Participant deferral / active EE | $8,811 | $3,458+154.8% | $4,395+100.5% | $4,237+108.0% |
| Admin fee / account holder | -$55 | $416-113.2% | $5,329-101.0% | $593-109.3% |