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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,722 |
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 | $43,310 | $37,196+16.4% | $154,107-71.9% | $55,725-22.3% |
| Participation rate | 92.9% | 64.1%+28.8pp | 83.0%+9.9pp | 70.9%+22.1pp |
| Annual return | -1.47% | 1319.68%-1321.1pp | 735.12%-736.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,506 | $1,614-6.7% | $5,298-71.6% | $2,078-27.5% |
| Participant deferral / active EE | $4,908 | $2,068+137.3% | $5,081-3.4% | $3,356+46.3% |
| Admin fee / account holder | $73 | $102-28.2% | $13,411-99.5% | $115-36.7% |