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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,291 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,021 | $100,227+83.6% | $169,993+8.3% | $74,419+147.3% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.0%+12.8pp | 70.7%+29.1pp |
| Annual return | 19.53% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $15,849 | $4,263+271.8% | $6,785+133.6% | $2,637+500.9% |
| Participant deferral / active EE | $8,487 | $7,143+18.8% | $10,408-18.5% | $4,528+87.4% |
| Admin fee / account holder | -$42 | $234-117.9% | $12,815-100.3% | $348-112.1% |