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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,584 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $22,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,219 |
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 | $91,562 | $48,406+89.2% | $104,607-12.5% | $90,288+1.4% |
| Participation rate | 98.3% | 64.3%+34.0pp | 74.1%+24.2pp | 73.4%+25.0pp |
| Annual return | 20.46% | 18.72%+1.7pp | 340.46%-320.0pp | 53.97%-33.5pp |
| Employer contribution / active EE | $3,293 | $1,115+195.4% | $2,681+22.8% | $2,524+30.5% |
| Participant deferral / active EE | $4,436 | $2,436+82.1% | $3,740+18.6% | $4,232+4.8% |
| Admin fee / account holder | $21 | $76-72.1% | $6,473-99.7% | $114-81.4% |