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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $216,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $141,080 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $49,598 |
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 | $408,792 | $102,197+300.0% | $142,449+187.0% | $74,419+449.3% |
| Participation rate | 96.7% | 79.8%+16.8pp | 76.8%+19.9pp | 70.7%+25.9pp |
| Annual return | 21.38% | 19.73%+1.6pp | 19.99%+1.4pp | 34.38%-13.0pp |
| Employer contribution / active EE | $14,931 | $5,052+195.6% | $4,847+208.0% | $2,637+466.1% |
| Participant deferral / active EE | $20,149 | $6,304+219.6% | $6,283+220.7% | $4,528+345.0% |
| Admin fee / account holder | $356 | $186+91.8% | $10,011-96.4% | $348+2.5% |