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 | $19,975 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,909 | $81,474+86.5% | $133,956+13.4% | $73,488+106.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 79.8%+18.2pp | 70.7%+27.4pp |
| Annual return | 16.70% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $4,382 | $2,209+98.3% | $3,919+11.8% | $2,270+93.0% |
| Participant deferral / active EE | $11,930 | $3,786+215.1% | $5,048+136.3% | $3,740+219.0% |
| Admin fee / account holder | $145 | $713-79.7% | $8,927-98.4% | $513-71.8% |