Filed November 25, 2003 (most recent of 6 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,990 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,688 |
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 | $194,882 | $57,831+237.0% | $82,389+136.5% | $85,563+127.8% |
| Participation rate | 95.2% | 55.0%+40.2pp | 69.5%+25.7pp | 66.0%+29.2pp |
| Annual return | 15.02% | 17.86%-2.8pp | 28.67%-13.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $4,034 | $1,643+145.5% | $2,517+60.2% | $2,654+52.0% |
| Participant deferral / active EE | $15,220 | $3,118+388.2% | $4,155+266.3% | $4,375+247.9% |
| Admin fee / account holder | $86 | $1,391-93.8% | $7,231-98.8% | $834-89.7% |