Filed January 6, 2005 (most recent of 2 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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,506 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,975 |
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 | $264,791 | $66,124+300.4% | $90,404+192.9% | $73,488+260.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.45% | 17.65%+1.8pp | 1293.02%-1273.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $12,955 | $2,346+452.1% | $3,262+297.2% | $2,270+470.7% |
| Participant deferral / active EE | $6,808 | $3,039+124.0% | $3,963+71.8% | $3,740+82.1% |
| Admin fee / account holder | $118 | $396-70.2% | $5,611-97.9% | $513-77.0% |