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 | $41,922 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,034 | $70,879+234.4% | $189,557+25.0% | $79,386+198.6% |
| Participation rate | 82.9% | 68.0%+14.9pp | 78.4%+4.5pp | 70.7%+12.2pp |
| Annual return | 38.39% | 20.70%+17.7pp | 64.17%-25.8pp | 116.85%-78.5pp |
| Employer contribution / active EE | $3,524 | $1,806+95.1% | $4,412-20.1% | $2,427+45.2% |
| Participant deferral / active EE | $8,366 | $4,081+105.0% | $6,174+35.5% | $4,046+106.8% |
| Admin fee / account holder | $111 | $647-82.9% | $9,807-98.9% | $626-82.4% |