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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,495 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $21,435 |
SUSAN RUBIN1 year Service code 15 · EIN 05-8409871 | Recordkeeping | $5,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,226 |
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 | $72,320 | $48,116+50.3% | $99,443-27.3% | $77,787-7.0% |
| Participation rate | 97.8% | 60.0%+37.8pp | 73.8%+24.0pp | 73.2%+24.6pp |
| Annual return | 33.03% | 23.23%+9.8pp | 30.72%+2.3pp | 32.57%+0.5pp |
| Employer contribution / active EE | $2,830 | $1,057+167.7% | $2,540+11.4% | $2,504+13.0% |
| Participant deferral / active EE | $3,683 | $2,238+64.6% | $3,619+1.8% | $3,967-7.2% |
| Admin fee / account holder | $27 | $87-69.4% | $6,250-99.6% | $100-73.3% |