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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,946 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,398 |
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 | $163,380 | $86,655+88.5% | $119,609+36.6% | $66,914+144.2% |
| Participation rate | 92.1% | 75.6%+16.6pp | 79.3%+12.9pp | 69.8%+22.3pp |
| Annual return | -19.48% | -8.00%-11.5pp | -14.97%-4.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $5,908 | $2,536+133.0% | $4,232+39.6% | $2,544+132.2% |
| Participant deferral / active EE | $5,906 | $4,358+35.5% | $5,602+5.4% | $4,237+39.4% |
| Admin fee / account holder | $65 | $755-91.4% | $10,323-99.4% | $593-89.0% |