Filed March 12, 1998 (most recent of 2 filings on file)
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) | $14,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $121,514 | $71,802+69.2% | $133,980-9.3% | $57,658+110.7% |
| Participation rate | 99.7% | 85.5%+14.2pp | 87.1%+12.7pp | 70.2%+29.5pp |
| Annual return | 8.09% | 13.51%-5.4pp | 29.30%-21.2pp | 5.13%+3.0pp |
| Employer contribution / active EE | $11,329 | $3,161+258.4% | $5,211+117.4% | $1,974+474.0% |
| Participant deferral / active EE | $5,106 | $4,606+10.9% | $6,282-18.7% | $3,061+66.8% |
| Admin fee / account holder | -$31 | $88-135.6% | $9,324-100.3% | $95-133.0% |