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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,374 | $60,323+165.9% | $81,812+96.0% | $74,495+115.3% |
| Participation rate | 95.5% | 62.9%+32.6pp | 72.3%+23.1pp | 67.2%+28.3pp |
| Annual return | 19.85% | 16.90%+3.0pp | 773.79%-753.9pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $7,717 | $2,620+194.5% | $2,912+165.0% | $2,623+194.2% |
| Participant deferral / active EE | $10,853 | $3,387+220.4% | $4,319+151.3% | $4,346+149.7% |
| Admin fee / account holder | $26 | $1,486-98.2% | $7,386-99.6% | $1,942-98.6% |