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 | $36,678 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,904 | $56,638+182.3% | $169,368-5.6% | $74,419+114.9% |
| Participation rate | 66.0% | 67.5%-1.5pp | 77.1%-11.1pp | 70.7%-4.7pp |
| Annual return | 21.85% | 24.75%-2.9pp | 405.60%-383.7pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,406 | $2,027+18.7% | $4,013-40.0% | $2,637-8.8% |
| Participant deferral / active EE | $5,640 | $4,223+33.6% | $6,221-9.3% | $4,528+24.6% |
| Admin fee / account holder | $90 | $307-70.6% | $9,003-99.0% | $348-74.1% |