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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,129 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $20,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,136 |
Form 5500 reported that benefits due were not provided when due.
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 | $62,725 | $35,366+77.4% | $90,645-30.8% | $75,289-16.7% |
| Participation rate | 96.3% | 57.3%+39.0pp | 74.0%+22.3pp | 72.4%+23.9pp |
| Annual return | -3.27% | -2.19%-1.1pp | 1.88%-5.2pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,630 | $916+187.1% | $2,532+3.9% | $2,405+9.4% |
| Participant deferral / active EE | $3,565 | $1,998+78.4% | $3,425+4.1% | $3,739-4.7% |
| Admin fee / account holder | $21 | $59-64.3% | $4,994-99.6% | $102-79.4% |