Filed January 28, 2002 (most recent of 3 filings on file)
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 | $38,485 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,509 |
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 | $142,614 | $48,471+194.2% | $182,532-21.9% | $67,579+111.0% |
| Participation rate | 78.2% | 67.2%+11.0pp | 78.0%+0.2pp | 71.3%+6.9pp |
| Annual return | 23.70% | 31.08%-7.4pp | 148.54%-124.8pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,028 | $1,461+107.3% | $4,076-25.7% | $2,148+41.0% |
| Participant deferral / active EE | $7,320 | $3,324+120.2% | $5,524+32.5% | $3,539+106.8% |
| Admin fee / account holder | $85 | $151-43.6% | $8,592-99.0% | $142-40.1% |