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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $257,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $238,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $456,183 | $142,386+220.4% | $152,466+199.2% | $93,030+390.4% |
| Participation rate | 98.2% | 85.6%+12.6pp | 78.2%+20.0pp | 73.9%+24.3pp |
| Annual return | 15.58% | 18.07%-2.5pp | 757.33%-741.7pp | 158.70%-143.1pp |
| Employer contribution / active EE | $11,892 | $5,485+116.8% | $4,327+174.9% | $2,706+339.5% |
| Participant deferral / active EE | $16,482 | $6,872+139.8% | $5,820+183.2% | $4,562+261.3% |
| Admin fee / account holder | $391 | $108+262.4% | $15,805-97.5% | $152+157.8% |