Filed October 19, 2004
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,520 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,679 | $46,722+173.3% | $130,648-2.3% | $65,185+95.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 408.48% | 24.17%+384.3pp | 1708.96%-1300.5pp | 29.38%+379.1pp |
| Employer contribution / active EE | $5,690 | $1,488+282.5% | $4,092+39.1% | $2,177+161.4% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $26 | $453-94.4% | $5,464-99.5% | $847-97.0% |