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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $237,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,803 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,677 | $130,084+214.9% | $138,135+196.6% | $90,288+353.7% |
| Participation rate | 98.2% | 86.0%+12.2pp | 78.7%+19.5pp | 73.4%+24.8pp |
| Annual return | 19.60% | 14.63%+5.0pp | 20.51%-0.9pp | 53.97%-34.4pp |
| Employer contribution / active EE | $11,802 | $5,865+101.2% | $5,587+111.2% | $2,524+367.6% |
| Participant deferral / active EE | $15,693 | $7,099+121.1% | $6,431+144.0% | $4,232+270.8% |
| Admin fee / account holder | $230 | $187+23.1% | $11,856-98.1% | $114+101.4% |