Filed June 6, 2003
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $646,122 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,626 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $95,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,483 | $80,242-35.8% | $119,609-57.0% | $89,394-42.4% |
| Participation rate | 95.3% | 78.3%+17.0pp | 79.3%+16.0pp | 71.3%+24.0pp |
| Annual return | -19.85% | -12.97%-6.9pp | -14.97%-4.9pp | -11.89%-8.0pp |
| Employer contribution / active EE | $4,161 | $2,684+55.0% | $4,232-1.7% | $3,022+37.7% |
| Participant deferral / active EE | $6,395 | $4,686+36.5% | $5,602+14.2% | $5,123+24.8% |
| Admin fee / account holder | $70 | $66+5.7% | $10,323-99.3% | $79-11.6% |