Filed December 19, 1997
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 |
|---|---|---|
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $61,452 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,999 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,706 | $72,448-2.4% | $118,746-40.5% | $69,631+1.5% |
| Participation rate | 97.1% | 79.7%+17.5pp | 78.3%+18.9pp | 70.7%+26.4pp |
| Annual return | 19.81% | 19.06%+0.8pp | 24.54%-4.7pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,187 | $3,771-42.0% | $4,193-47.8% | $2,032+7.6% |
| Participant deferral / active EE | $6,298 | $4,943+27.4% | $5,332+18.1% | $3,224+95.4% |
| Admin fee / account holder | $19 | $99-80.4% | $10,720-99.8% | $110-82.5% |