Filed February 22, 2001
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,876 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,370 |
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 | $65,675 | $86,897-24.4% | $151,611-56.7% | $64,808+1.3% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.9pp |
| Annual return | -20.16% | -3.57%-16.6pp | 3.33%-23.5pp | 32.82%-53.0pp |
| Employer contribution / active EE | $5,860 | $4,010+46.1% | $6,166-5.0% | $2,506+133.8% |
| Participant deferral / active EE | $4,299 | $6,690-35.7% | $8,363-48.6% | $4,310-0.3% |
| Admin fee / account holder | $70 | $153-54.4% | $11,616-99.4% | $188-62.9% |