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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,842 | $40,113+41.7% | $84,015-32.3% | $77,787-26.9% |
| Participation rate | 48.5% | 62.8%-14.3pp | 69.0%-20.5pp | 73.2%-24.7pp |
| Annual return | 24.05% | 23.27%+0.8pp | 71.31%-47.3pp | 32.57%-8.5pp |
| Employer contribution / active EE | $311 | $847-63.3% | $1,983-84.3% | $2,504-87.6% |
| Participant deferral / active EE | $1,979 | $2,030-2.5% | $3,239-38.9% | $3,967-50.1% |
| Admin fee / account holder | $23 | $92-75.3% | $6,101-99.6% | $100-77.4% |