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) | $136,327 |
FIIOC10+ years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $30,949 |
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 | $314,623 | $112,623+179.4% | $106,213+196.2% | $199,593+57.6% |
| Participation rate | 97.2% | 86.2%+11.0pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 15.28% | 15.57%-0.3pp | 116.14%-100.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $13,730 | $4,575+200.1% | $3,171+332.9% | $3,034+352.5% |
| Participant deferral / active EE | $13,941 | $6,659+109.3% | $5,016+177.9% | $5,087+174.1% |
| Admin fee / account holder | $51 | $107-52.2% | $11,033-99.5% | $269-81.0% |