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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,460 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $144,777 | $88,515+63.6% | $162,163-10.7% | $67,579+114.2% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.6pp | 71.3%+27.9pp |
| Annual return | 23.50% | 27.04%-3.5pp | 115.59%-92.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $12,172 | $3,563+241.6% | $5,614+116.8% | $2,148+466.7% |
| Participant deferral / active EE | $5,886 | $5,724+2.8% | $7,298-19.3% | $3,539+66.3% |
| Admin fee / account holder | $14 | $124-89.1% | $10,843-99.9% | $142-90.5% |