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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,844 |
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 | $121,994 | $80,005+52.5% | $140,016-12.9% | $55,725+118.9% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.4pp |
| Annual return | -4.36% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $12,263 | $3,403+260.4% | $5,606+118.8% | $2,078+490.1% |
| Participant deferral / active EE | $5,768 | $5,264+9.6% | $6,927-16.7% | $3,356+71.9% |
| Admin fee / account holder | $10 | $116-91.2% | $10,705-99.9% | $115-91.2% |