Filed February 24, 1994
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $277,223 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,227 | $119,153+36.2% | $151,611+7.0% | $78,044+107.9% |
| Participation rate | 97.5% | 92.5%+5.0pp | 87.5%+10.0pp | 74.4%+23.1pp |
| Annual return | -8.04% | -10.83%+2.8pp | 3.33%-11.4pp | 10.87%-18.9pp |
| Employer contribution / active EE | $5,533 | $5,298+4.4% | $6,166-10.3% | $3,125+77.1% |
| Participant deferral / active EE | $6,372 | $8,624-26.1% | $8,363-23.8% | $5,084+25.3% |
| Admin fee / account holder | $48 | $69-29.8% | $11,616-99.6% | $79-38.9% |