Filed June 18, 1996 (most recent of 2 filings on file)
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) | $418,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $746,194 | $85,257+775.2% | $70,515+958.2% | $103,482+621.1% |
| Participation rate | 98.3% | 71.0%+27.4pp | 68.3%+30.0pp | 73.3%+25.1pp |
| Annual return | 18.59% | 25.37%-6.8pp | 32.77%-14.2pp | 33.11%-14.5pp |
| Employer contribution / active EE | $24,252 | $3,007+706.6% | $2,973+715.6% | $3,208+656.0% |
| Participant deferral / active EE | $23,834 | $4,773+399.4% | $4,567+421.9% | $5,207+357.7% |
| Admin fee / account holder | $68 | $89-23.6% | $6,412-98.9% | $114-40.7% |