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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,128 |
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 | $356,598 | $113,995+212.8% | $127,761+179.1% | $77,787+358.4% |
| Participation rate | 97.1% | 85.7%+11.4pp | 79.0%+18.1pp | 73.2%+23.8pp |
| Annual return | 23.84% | 26.09%-2.2pp | 26.14%-2.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $10,916 | $6,012+81.6% | $4,574+138.7% | $2,504+335.9% |
| Participant deferral / active EE | $14,306 | $7,267+96.9% | $6,021+137.6% | $3,967+260.6% |
| Admin fee / account holder | $231 | $108+114.0% | $9,395-97.5% | $100+130.4% |