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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,440 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,691 | $92,055+13.7% | $106,213-1.4% | $77,643+34.8% |
| Participation rate | 97.3% | 81.0%+16.2pp | 75.3%+22.0pp | 70.6%+26.7pp |
| Annual return | 12.89% | 17.91%-5.0pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,336 | $3,367-0.9% | $3,171+5.2% | $2,726+22.4% |
| Participant deferral / active EE | $5,261 | $5,386-2.3% | $5,016+4.9% | $4,647+13.2% |
| Admin fee / account holder | $166 | $219-24.4% | $11,033-98.5% | $430-61.5% |