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 | $14,240 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,597 |
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 | $161,043 | $66,302+142.9% | $110,238+46.1% | $56,287+186.1% |
| Participation rate | 97.7% | 74.9%+22.8pp | 79.8%+17.9pp | 69.9%+27.8pp |
| Annual return | -5.74% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $7,320 | $2,047+257.6% | $3,826+91.3% | $2,111+246.8% |
| Participant deferral / active EE | $5,836 | $3,381+72.6% | $4,672+24.9% | $3,350+74.2% |
| Admin fee / account holder | $112 | $698-84.0% | $8,547-98.7% | $521-78.5% |