Filed February 14, 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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,219 |
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 | $122,962 | $42,582+188.8% | $171,082-28.1% | $57,658+113.3% |
| Participation rate | 81.9% | 63.9%+18.0pp | 76.7%+5.2pp | 70.2%+11.7pp |
| Annual return | 8.58% | 308.67%-300.1pp | 32.56%-24.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,393 | $1,306+83.2% | $4,002-40.2% | $1,974+21.2% |
| Participant deferral / active EE | $5,957 | $2,933+103.1% | $4,797+24.2% | $3,061+94.6% |
| Admin fee / account holder | $29 | $82-64.9% | $8,520-99.7% | $95-69.4% |