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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,314 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,000 |
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 | $264,695 | $58,264+354.3% | $86,612+205.6% | $71,457+270.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.01% | 21.63%-3.6pp | 591.07%-573.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $14,505 | $2,574+463.5% | $3,022+379.9% | $2,588+460.6% |
| Participant deferral / active EE | $10,144 | $3,436+195.2% | $4,438+128.6% | $4,289+136.5% |
| Admin fee / account holder | $182 | $1,057-82.7% | $5,614-96.8% | $1,587-88.5% |