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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,710 |
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 | $51,166 | $62,928-18.7% | $172,739-70.4% | $67,579-24.3% |
| Participation rate | 95.3% | 64.5%+30.9pp | 82.6%+12.7pp | 71.3%+24.1pp |
| Annual return | 25.86% | 30.36%-4.5pp | 802.84%-777.0pp | 378.56%-352.7pp |
| Employer contribution / active EE | $1,497 | $1,636-8.5% | $5,143-70.9% | $2,148-30.3% |
| Participant deferral / active EE | $4,958 | $2,145+131.1% | $5,198-4.6% | $3,539+40.1% |
| Admin fee / account holder | $54 | $167-67.5% | $13,954-99.6% | $142-62.0% |