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 | $37,228 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,598 | $62,132+171.4% | $185,823-9.3% | $73,488+129.4% |
| Participation rate | 75.9% | 67.8%+8.0pp | 78.0%-2.2pp | 70.7%+5.2pp |
| Annual return | 14.40% | 20.44%-6.0pp | 35.95%-21.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,640 | $1,681+116.5% | $4,087-10.9% | $2,270+60.3% |
| Participant deferral / active EE | $8,746 | $3,711+135.7% | $5,632+55.3% | $3,740+133.9% |
| Admin fee / account holder | $92 | $419-77.9% | $9,500-99.0% | $513-82.0% |