Filed November 25, 1
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 | $24,015 |
Service code 16 · EIN 13-2638166 | Consulting | $16,499 |
STROEMER & COMPANY1 year Filed as: STROEMER & COMPANY LLC Service code 10 · EIN 32-0394930 | Accounting | $8,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,753 | $46,292+5.3% | $143,757-66.1% | $64,808-24.8% |
| Participation rate | 58.4% | 64.2%-5.9pp | 80.3%-21.9pp | 71.5%-13.1pp |
| Annual return | -11.72% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.5pp |
| Employer contribution / active EE | $1,732 | $1,910-9.3% | $4,951-65.0% | $2,506-30.9% |
| Participant deferral / active EE | $3,257 | $2,646+23.1% | $5,637-42.2% | $4,310-24.4% |
| Admin fee / account holder | $271 | $154+76.0% | $14,673-98.2% | $188+44.1% |