Filed July 17, 2003
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 3-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) | $44,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,857 | $122,186+30.8% | $146,958+8.8% | $199,593-19.9% |
| Participation rate | 80.1% | 78.3%+1.8pp | 82.2%-2.0pp | 72.0%+8.1pp |
| Annual return | 20.86% | 30.56%-9.7pp | 418.34%-397.5pp | 34.25%-13.4pp |
| Employer contribution / active EE | $4,778 | $4,093+16.7% | $4,933-3.1% | $3,034+57.5% |
| Participant deferral / active EE | $10,164 | $8,502+19.5% | $8,070+25.9% | $5,087+99.8% |
| Admin fee / account holder | $43 | $179-76.0% | $12,998-99.7% | $269-84.0% |