Filed January 4, 2005
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 25 · EIN 04-2647786 | Directed Trustee | $12,999 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,469 |
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 | $169,548 | $71,192+138.2% | $117,854+43.9% | $62,292+172.2% |
| Participation rate | 98.8% | 74.2%+24.6pp | 79.7%+19.1pp | 69.5%+29.3pp |
| Annual return | 18.49% | 18.66%-0.2pp | 335.08%-316.6pp | 28.90%-10.4pp |
| Employer contribution / active EE | $7,093 | $1,934+266.8% | $3,786+87.3% | $2,042+247.3% |
| Participant deferral / active EE | $5,425 | $3,189+70.1% | $4,482+21.0% | $3,169+71.2% |
| Admin fee / account holder | $115 | $587-80.4% | $8,020-98.6% | $479-76.0% |