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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,676 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,531 | $51,197+334.7% | $82,719+169.0% | $66,914+232.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.66% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $14,522 | $2,611+456.2% | $3,009+382.6% | $2,544+470.8% |
| Participant deferral / active EE | $9,643 | $3,458+178.9% | $4,395+119.4% | $4,237+127.6% |
| Admin fee / account holder | $177 | $416-57.4% | $5,329-96.7% | $593-70.1% |