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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,635 | $58,264+124.2% | $86,612+50.8% | $71,457+82.8% |
| Participation rate | 92.1% | 65.0%+27.1pp | 71.7%+20.4pp | 67.9%+24.2pp |
| Annual return | 20.82% | 21.63%-0.8pp | 591.07%-570.3pp | 28.85%-8.0pp |
| Employer contribution / active EE | $6,677 | $2,574+159.4% | $3,022+120.9% | $2,588+158.1% |
| Participant deferral / active EE | $9,399 | $3,436+173.5% | $4,438+111.8% | $4,289+119.2% |
| Admin fee / account holder | $20 | $1,057-98.1% | $5,614-99.6% | $1,587-98.7% |