Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,018 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,078 |
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 | $125,223 | $86,332+45.0% | $125,1750% | $65,185+92.1% |
| Participation rate | 97.5% | 75.3%+22.2pp | 79.8%+17.7pp | 70.2%+27.3pp |
| Annual return | 31.93% | 27.43%+4.5pp | 43.79%-11.9pp | 29.38%+2.6pp |
| Employer contribution / active EE | $4,521 | $2,040+121.6% | $3,865+17.0% | $2,177+107.7% |
| Participant deferral / active EE | $11,275 | $3,537+218.7% | $4,937+128.4% | $3,514+220.9% |
| Admin fee / account holder | $120 | $609-80.3% | $9,702-98.8% | $847-85.8% |