Filed August 3, 1998
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $214,515 |
AERA ENERGY SERVICES COMPANY1+ years Service code 49 · EIN 77-0456453 | Other Services | $73,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$307,288 |
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 | $247,483 | $88,646+179.2% | $90,223+174.3% | $59,188+318.1% |
| Participation rate | 96.8% | 84.8%+12.0pp | 79.0%+17.8pp | 69.4%+27.4pp |
| Annual return | 1.22% | 11.82%-10.6pp | 1.31%-0.1pp | 5.51%-4.3pp |
| Employer contribution / active EE | $10,019 | $5,463+83.4% | $4,378+128.8% | $2,098+377.6% |
| Participant deferral / active EE | $13,474 | $6,586+104.6% | $5,792+132.6% | $3,265+312.7% |
| Admin fee / account holder | -$12 | $63-118.4% | $7,406-100.2% | $92-112.5% |