Filed September 1, 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) | $99,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,601 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,770 | $102,872+223.5% | $180,183+84.7% | $102,872+223.5% |
| Participation rate | 99.1% | 73.0%+26.0pp | 77.4%+21.6pp | 73.0%+26.0pp |
| Annual return | 21.36% | 19.06%+2.3pp | 27.86%-6.5pp | 19.06%+2.3pp |
| Employer contribution / active EE | $25,723 | $3,526+629.4% | $5,039+410.5% | $3,526+629.4% |
| Participant deferral / active EE | $12,541 | $5,535+126.6% | $6,822+83.8% | $5,535+126.6% |
| Admin fee / account holder | $55 | $292-81.3% | $19,975-99.7% | $292-81.3% |