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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,100 |
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 | $136,692 | $81,537+67.6% | $149,718-8.7% | $69,631+96.3% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 17.91% | 22.79%-4.9pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $11,481 | $3,239+254.5% | $5,445+110.9% | $2,032+465.0% |
| Participant deferral / active EE | $5,601 | $4,994+12.2% | $6,569-14.7% | $3,224+73.8% |
| Admin fee / account holder | -$11 | $107-110.7% | $11,283-100.1% | $110-110.3% |