Filed March 11, 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 | $154,895 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,743 | $112,623-29.2% | $106,213-24.9% | $199,593-60.0% |
| Participation rate | 86.5% | 86.2%+0.3pp | 75.3%+11.3pp | 72.0%+14.6pp |
| Annual return | 14.30% | 15.57%-1.3pp | 116.14%-101.8pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,325 | $4,575-49.2% | $3,171-26.7% | $3,034-23.4% |
| Participant deferral / active EE | $5,547 | $6,659-16.7% | $5,016+10.6% | $5,087+9.1% |
| Admin fee / account holder | $100 | $107-6.6% | $11,033-99.1% | $269-62.8% |