Filed January 25, 1999
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 37 · EIN 04-2647786 | Loan Processing | $1,845,817 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $360,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,136 | $48,464-52.3% | $90,951-74.6% | $106,222-78.2% |
| Participation rate | 36.8% | 53.1%-16.3pp | 69.0%-32.2pp | 70.8%-34.0pp |
| Annual return | 17.32% | 16.72%+0.6pp | 134.60%-117.3pp | 21.69%-4.4pp |
| Employer contribution / active EE | $571 | $939-39.2% | $2,122-73.1% | $2,723-79.0% |
| Participant deferral / active EE | $1,018 | $1,510-32.5% | $3,373-69.8% | $4,600-77.9% |
| Admin fee / account holder | $17 | $58-71.0% | $5,959-99.7% | $78-78.5% |