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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,347 |
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 | $45,186 | $46,173-2.1% | $170,442-73.5% | $69,631-35.1% |
| Participation rate | 94.9% | 63.9%+31.0pp | 83.6%+11.3pp | 70.7%+24.2pp |
| Annual return | 17.78% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,106 | $1,610-31.3% | $5,433-79.6% | $2,032-45.6% |
| Participant deferral / active EE | $4,513 | $2,080+116.9% | $4,939-8.6% | $3,224+40.0% |
| Admin fee / account holder | $79 | $116-31.9% | $13,880-99.4% | $110-28.5% |