Filed March 14, 2005 (most recent of 3 filings on file)
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,751 |
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 | $90,363 | $80,354+12.5% | $133,980-32.6% | $63,975+41.2% |
| Participation rate | 98.2% | 87.5%+10.7pp | 87.1%+11.1pp | 71.1%+27.1pp |
| Annual return | 9.70% | 13.11%-3.4pp | 29.30%-19.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $7,171 | $3,503+104.7% | $5,211+37.6% | $2,182+228.7% |
| Participant deferral / active EE | $5,245 | $5,239+0.1% | $6,282-16.5% | $3,356+56.3% |
| Admin fee / account holder | $37 | $69-46.0% | $9,324-99.6% | $70-46.9% |