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.3 years Filed as: STRATEGIC INVESTMENT ADVISORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,168 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$91,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,172,843 | $54,517+2051.3% | $75,972+1443.8% | $74,495+1474.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 16.34% | 31.82%-15.5pp | 359.55%-343.2pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $16,316 | $1,777+818.1% | $2,685+507.7% | $2,623+522.0% |
| Participant deferral / active EE | $39,175 | $3,066+1177.9% | $4,255+820.6% | $4,346+801.4% |
| Admin fee / account holder | $69 | $2,229-96.9% | $6,467-98.9% | $1,942-96.4% |