Filed September 15, 1992 (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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,962 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,270 |
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 | $64,103 | $35,600+80.1% | $87,507-26.7% | $63,975+0.2% |
| Participation rate | 91.3% | 56.1%+35.2pp | 73.8%+17.5pp | 71.1%+20.2pp |
| Annual return | 6.65% | 17.86%-11.2pp | 12.21%-5.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,386 | $854+179.5% | $2,550-6.4% | $2,182+9.4% |
| Participant deferral / active EE | $2,819 | $1,660+69.8% | $3,149-10.5% | $3,356-16.0% |
| Admin fee / account holder | $10 | $51-80.3% | $4,221-99.8% | $70-85.8% |