Filed June 23, 1999
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 | $23,666 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,765 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,612 | $58,347+41.6% | $85,682-3.6% | $86,799-4.8% |
| Participation rate | 94.6% | 64.9%+29.7pp | 69.9%+24.7pp | 72.3%+22.3pp |
| Annual return | 15.18% | 18.43%-3.3pp | 21.49%-6.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,373 | $1,751+35.5% | $2,618-9.4% | $2,405-1.4% |
| Participant deferral / active EE | $4,898 | $3,065+59.8% | $3,923+24.9% | $4,131+18.6% |
| Admin fee / account holder | $37 | $147-75.0% | $6,873-99.5% | $170-78.2% |