Filed February 11, 1
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) | $305,363 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $135,111 |
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 | $180,089 | $127,218+41.6% | $392,568-54.1% | $77,787+131.5% |
| Participation rate | 97.6% | 82.0%+15.6pp | 78.1%+19.5pp | 73.2%+24.4pp |
| Annual return | 20.70% | 25.27%-4.6pp | 24.42%-3.7pp | 32.57%-11.9pp |
| Employer contribution / active EE | $4,740 | $3,064+54.7% | $3,783+25.3% | $2,504+89.3% |
| Participant deferral / active EE | $9,347 | $4,820+93.9% | $5,985+56.2% | $3,967+135.6% |
| Admin fee / account holder | $92 | $89+3.1% | $6,260-98.5% | $100-8.3% |