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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $212,236 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,507 |
PKF O'CONNOR DAVIES, LLP7 years Service code 10 · EIN 27-1728945 | Accounting | $25,375 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,946 | $52,090+84.2% | $95,745+0.2% | $80,160+19.7% |
| Participation rate | 97.9% | 67.0%+30.9pp | 72.3%+25.6pp | 72.9%+24.9pp |
| Annual return | 20.16% | 23.29%-3.1pp | 28.35%-8.2pp | 40.38%-20.2pp |
| Employer contribution / active EE | $3,586 | $1,548+131.6% | $2,835+26.5% | $2,978+20.4% |
| Participant deferral / active EE | $4,989 | $3,266+52.8% | $4,245+17.5% | $5,017-0.6% |
| Admin fee / account holder | $105 | $96+9.8% | $5,678-98.1% | $145-27.3% |