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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,644 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,547 | $82,978+118.8% | $129,995+39.7% | $71,457+154.1% |
| Participation rate | 96.4% | 74.1%+22.4pp | 78.5%+18.0pp | 67.9%+28.5pp |
| Annual return | 19.78% | 20.60%-0.8pp | -137.18%+157.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $7,451 | $2,622+184.2% | $4,320+72.5% | $2,588+187.9% |
| Participant deferral / active EE | $5,981 | $4,432+35.0% | $5,820+2.8% | $4,289+39.5% |
| Admin fee / account holder | $68 | $1,729-96.1% | $10,614-99.4% | $1,587-95.7% |