Filed August 16, 1996
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 37 · EIN 04-2647786 | Loan Processing | $136,515 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,307 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $66,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,138 | $112,623+4.9% | $106,213+11.2% | $199,593-40.8% |
| Participation rate | 98.5% | 86.2%+12.2pp | 75.3%+23.2pp | 72.0%+26.5pp |
| Annual return | 16.32% | 15.57%+0.7pp | 116.14%-99.8pp | 34.25%-17.9pp |
| Employer contribution / active EE | $4,505 | $4,575-1.5% | $3,171+42.0% | $3,034+48.5% |
| Participant deferral / active EE | $7,752 | $6,659+16.4% | $5,016+54.6% | $5,087+52.4% |
| Admin fee / account holder | $161 | $107+50.5% | $11,033-98.5% | $269-40.1% |