Filed May 23, 1
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) | $12,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,355 |
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 | $37,712 | $36,916+2.2% | $156,549-75.9% | $57,658-34.6% |
| Participation rate | 94.2% | 63.4%+30.8pp | 84.0%+10.2pp | 70.2%+24.0pp |
| Annual return | 9.12% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,051 | $1,571-33.1% | $5,501-80.9% | $1,974-46.8% |
| Participant deferral / active EE | $4,440 | $1,926+130.6% | $4,871-8.8% | $3,061+45.1% |
| Admin fee / account holder | $30 | $82-63.1% | $13,027-99.8% | $95-67.8% |