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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,124 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,761 | $86,897+75.8% | $151,611+0.8% | $64,808+135.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -16.43% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $14,317 | $4,010+257.0% | $6,166+132.2% | $2,506+471.3% |
| Participant deferral / active EE | $7,518 | $6,690+12.4% | $8,363-10.1% | $4,310+74.4% |
| Admin fee / account holder | -$25 | $153-116.2% | $11,616-100.2% | $188-113.2% |