Filed May 19, 1998
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 |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $16,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,134 |
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $7,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,764 | $79,944+188.7% | $98,439+134.4% | $75,163+207.0% |
| Participation rate | 93.5% | 70.4%+23.2pp | 75.2%+18.4pp | 67.2%+26.4pp |
| Annual return | 19.08% | 19.75%-0.7pp | 21.16%-2.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $12,820 | $2,264+466.3% | $3,048+320.6% | $2,670+380.2% |
| Participant deferral / active EE | $11,951 | $3,752+218.5% | $4,738+152.3% | $4,125+189.7% |
| Admin fee / account holder | $7,351 | $6,840+7.5% | $8,948-17.8% | $5,651+30.1% |