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 | $266,084 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,805 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,068 | $129,756+21.8% | $169,993-7.0% | $103,482+52.7% |
| Participation rate | 96.9% | 91.3%+5.6pp | 87.0%+9.9pp | 73.3%+23.6pp |
| Annual return | 6.41% | 20.17%-13.8pp | 53.37%-47.0pp | 33.11%-26.7pp |
| Employer contribution / active EE | $5,728 | $5,236+9.4% | $6,785-15.6% | $3,208+78.6% |
| Participant deferral / active EE | $6,682 | $8,283-19.3% | $10,408-35.8% | $5,207+28.3% |
| Admin fee / account holder | $46 | $73-37.4% | $12,815-99.6% | $114-60.0% |