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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,429 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,499 | $43,466+30.0% | $90,951-37.9% | $90,288-37.4% |
| Participation rate | 37.2% | 62.5%-25.2pp | 69.0%-31.8pp | 73.4%-36.1pp |
| Annual return | 16.95% | 25.26%-8.3pp | 134.60%-117.7pp | 53.97%-37.0pp |
| Employer contribution / active EE | $72 | $840-91.5% | $2,122-96.6% | $2,524-97.2% |
| Participant deferral / active EE | $1,399 | $2,138-34.6% | $3,373-58.5% | $4,232-67.0% |
| Admin fee / account holder | $20 | $92-77.9% | $5,959-99.7% | $114-82.2% |