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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,204 |
AERA ENERGY SERVICES COMPANY2+ years Service code 49 · EIN 77-0456453 | Other Services | $64,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$295,673 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,751 | $98,217+193.0% | $105,722+172.2% | $63,975+349.8% |
| Participation rate | 96.3% | 81.9%+14.4pp | 78.9%+17.4pp | 71.1%+25.2pp |
| Annual return | 6.14% | 20.18%-14.0pp | 12.25%-6.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $11,302 | $4,802+135.4% | $4,079+177.1% | $2,182+418.1% |
| Participant deferral / active EE | $15,147 | $6,019+151.7% | $5,326+184.4% | $3,356+351.3% |
| Admin fee / account holder | -$36 | $70-151.0% | $8,308-100.4% | $70-150.5% |