Filed December 30, 1992
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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,338 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,089 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,393 | $73,125-50.2% | $125,175-70.9% | $77,787-53.2% |
| Participation rate | 96.2% | 79.4%+16.8pp | 79.8%+16.4pp | 73.2%+23.0pp |
| Annual return | 3.49% | 24.71%-21.2pp | 43.79%-40.3pp | 32.57%-29.1pp |
| Employer contribution / active EE | $579 | $2,413-76.0% | $3,865-85.0% | $2,504-76.9% |
| Participant deferral / active EE | $3,340 | $3,966-15.8% | $4,937-32.3% | $3,967-15.8% |
| Admin fee / account holder | $9 | $89-90.0% | $9,702-99.9% | $100-91.1% |