Filed April 24, 1992
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,293 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,504 | $46,173+98.2% | $170,442-46.3% | $69,631+31.4% |
| Participation rate | 52.4% | 63.9%-11.5pp | 83.6%-31.2pp | 70.7%-18.3pp |
| Annual return | 17.74% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,493 | $1,610-7.2% | $5,433-72.5% | $2,032-26.5% |
| Participant deferral / active EE | $2,796 | $2,080+34.4% | $4,939-43.4% | $3,224-13.3% |
| Admin fee / account holder | $44 | $116-61.8% | $13,880-99.7% | $110-59.8% |