Filed May 28, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,210 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$71,294 |
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 | $1,222,315 | $60,776+1911.2% | $85,682+1326.6% | $79,386+1439.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 15.83% | 16.57%-0.7pp | 21.49%-5.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $33,338 | $1,663+1904.5% | $2,618+1173.3% | $2,427+1273.4% |
| Participant deferral / active EE | $13,765 | $2,919+371.6% | $3,923+250.9% | $4,046+240.2% |
| Admin fee / account holder | -$206 | $438-147.0% | $6,873-103.0% | $626-132.9% |