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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $268,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,616 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,297 | $72,482+388.8% | $129,110+174.4% | $64,808+446.7% |
| Participation rate | 97.6% | 79.2%+18.3pp | 77.3%+20.3pp | 71.5%+26.1pp |
| Annual return | -18.52% | -9.08%-9.4pp | -10.94%-7.6pp | 32.82%-51.3pp |
| Employer contribution / active EE | $13,304 | $4,247+213.2% | $5,052+163.4% | $2,506+430.9% |
| Participant deferral / active EE | $18,066 | $5,679+218.1% | $6,542+176.2% | $4,310+319.1% |
| Admin fee / account holder | $272 | $144+88.7% | $14,302-98.1% | $188+45.0% |