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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,331 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,950 |
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 | $294,321 | $60,323+387.9% | $81,812+259.8% | $74,495+295.1% |
| Participation rate | 99.2% | 62.9%+36.3pp | 72.3%+26.8pp | 67.2%+32.0pp |
| Annual return | 13.70% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $16,556 | $2,620+531.9% | $2,912+468.5% | $2,623+531.2% |
| Participant deferral / active EE | $10,615 | $3,387+213.4% | $4,319+145.8% | $4,346+144.3% |
| Admin fee / account holder | $87 | $1,486-94.2% | $7,386-98.8% | $1,942-95.5% |