Filed October 18, 2004 (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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,116 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,570 | $33,780+46.7% | $74,550-33.5% | $75,289-34.2% |
| Participation rate | 43.9% | 62.7%-18.8pp | 69.1%-25.3pp | 72.4%-28.5pp |
| Annual return | -4.41% | -1.24%-3.2pp | 32.53%-36.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $72 | $845-91.4% | $1,961-96.3% | $2,405-97.0% |
| Participant deferral / active EE | $1,578 | $1,890-16.5% | $3,108-49.2% | $3,739-57.8% |
| Admin fee / account holder | -$24 | $86-128.2% | $5,060-100.5% | $102-123.8% |