Filed May 17, 2005 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,961 |
FIIOC4 years Service code 37 · EIN 04-2647786 | Loan Processing | $31,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,250 | $112,623+38.7% | $106,213+47.1% | $199,593-21.7% |
| Participation rate | 95.2% | 86.2%+9.0pp | 75.3%+19.9pp | 72.0%+23.2pp |
| Annual return | 15.06% | 15.57%-0.5pp | 116.14%-101.1pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,556 | $4,575+43.3% | $3,171+106.7% | $3,034+116.1% |
| Participant deferral / active EE | $8,258 | $6,659+24.0% | $5,016+64.6% | $5,087+62.3% |
| Admin fee / account holder | $51 | $107-52.7% | $11,033-99.5% | $269-81.2% |