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 | $40,902 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,249 | $84,993-43.2% | $129,995-62.9% | $80,160-39.8% |
| Participation rate | 94.8% | 79.5%+15.3pp | 78.5%+16.3pp | 72.9%+21.8pp |
| Annual return | 20.54% | 23.76%-3.2pp | -137.18%+157.7pp | 40.38%-19.8pp |
| Employer contribution / active EE | $789 | $3,051-74.2% | $4,320-81.7% | $2,978-73.5% |
| Participant deferral / active EE | $4,628 | $4,984-7.1% | $5,820-20.5% | $5,017-7.8% |
| Admin fee / account holder | $34 | $391-91.3% | $10,614-99.7% | $145-76.6% |