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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,198 |
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $219,120 |
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 | $193,720 | $143,525+35.0% | $379,746-49.0% | $90,288+114.6% |
| Participation rate | 97.7% | 82.9%+14.7pp | 78.4%+19.2pp | 73.4%+24.3pp |
| Annual return | 15.67% | 18.97%-3.3pp | 34.90%-19.2pp | 53.97%-38.3pp |
| Employer contribution / active EE | $5,019 | $3,201+56.8% | $3,540+41.8% | $2,524+98.8% |
| Participant deferral / active EE | $9,588 | $5,231+83.3% | $6,024+59.2% | $4,232+126.6% |
| Admin fee / account holder | $111 | $100+10.4% | $7,927-98.6% | $114-2.8% |