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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,204 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $19,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,553 |
Form 5500 reported that benefits due were not provided when due.
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 | $72,184 | $37,245+93.8% | $94,993-24.0% | $77,958-7.4% |
| Participation rate | 95.1% | 56.5%+38.6pp | 73.9%+21.2pp | 71.6%+23.4pp |
| Annual return | 19.21% | 22.72%-3.5pp | 27.12%-7.9pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,487 | $894+178.2% | $2,603-4.5% | $2,310+7.6% |
| Participant deferral / active EE | $3,080 | $1,828+68.5% | $3,317-7.1% | $3,537-12.9% |
| Admin fee / account holder | $21 | $59-65.2% | $4,960-99.6% | $97-78.9% |