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 | $14,158 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,363 | $129,021-27.6% | $184,203-49.3% | $77,643+20.2% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.8%+8.7pp | 70.6%+24.9pp |
| Annual return | 15.50% | 33.27%-17.8pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $6,357 | $4,413+44.1% | $6,427-1.1% | $2,726+133.2% |
| Participant deferral / active EE | $4,763 | $7,297-34.7% | $9,131-47.8% | $4,647+2.5% |
| Admin fee / account holder | $82 | $254-67.7% | $13,901-99.4% | $430-80.9% |