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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $307,339 |
FID INV INST OPS CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $136,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,624 | $140,190+16.0% | $115,756+40.5% | $77,904+108.7% |
| Participation rate | 97.5% | 81.0%+16.5pp | 77.1%+20.4pp | 73.7%+23.8pp |
| Annual return | -16.21% | -13.46%-2.7pp | 143.14%-159.4pp | 12.21%-28.4pp |
| Employer contribution / active EE | $5,536 | $3,169+74.7% | $3,793+46.0% | $2,848+94.4% |
| Participant deferral / active EE | $10,841 | $5,401+100.7% | $6,254+73.3% | $4,806+125.6% |
| Admin fee / account holder | $82 | $138-41.0% | $8,124-99.0% | $133-38.4% |