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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,897 |
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 | $83,674 | $62,928+33.0% | $172,739-51.6% | $67,579+23.8% |
| Participation rate | 45.0% | 64.5%-19.5pp | 82.6%-37.7pp | 71.3%-26.3pp |
| Annual return | 22.06% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,195 | $1,636-27.0% | $5,143-76.8% | $2,148-44.4% |
| Participant deferral / active EE | $2,300 | $2,145+7.2% | $5,198-55.7% | $3,539-35.0% |
| Admin fee / account holder | $54 | $167-67.5% | $13,954-99.6% | $142-61.9% |